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2021-07-29

Jia you

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2021-07-29

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2021-07-26

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The US stock IPO is about to break the record again!

2021-07-26

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2021-07-21

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What's next for oil prices after a new OPEC + deal?

2021-07-20

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2021-07-11

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2021-07-10

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Apple Stock Continues to Rise Higher, Refreshing All-Time High Intraday

2021-07-07

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23:02","market":"us","language":"zh","title":"The US stock IPO is about to break the record again!","url":"https://stock-news.laohu8.com/highlight/detail?id=1123369206","media":"华尔街见闻","summary":"美国股市再次兴起了一波IPO热潮，预计今年的融资额将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\n\nRenaissance Capital的数据显示，今年到目前为止，美国IPO的融资额","content":"<p>There is another wave of IPO boom in the U.S. stock market. 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We believe this is due to the growth of unicorn enterprises and the accumulation of venture capital funds over the decades. At least nine companies have doubled their IPO prices this year. E-Home Household Service, a Chinese housekeeping and appliance service company, has surged more than 300% since it went public in May.</p><p>Many types of companies are taking advantage of the boom in the U.S. stock market, such as home technology companies, healthcare innovation companies, and e-commerce companies, among others.</p><p>Biotech companies<a href=\"https://laohu8.com/S/VERV\">Verve Therapeutics</a>, container shipping company ZIM Integrated Shipping, and online payments company dLocal, were among the best-performing IPOs this year.</p><p>With the reopening of the economy after the epidemic, people are also optimistic about the economic outlook, and U.S. stocks continue to rise. The power of individual investors continues to rise and grow, promoting a new round of IPO boom. Investors also want a slice of their favorite companies.</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 US stock IPO is about to break the record again!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe US stock IPO is about to break the record again!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2021-07-26 23:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>There is another wave of IPO boom in the U.S. stock market. It is expected that the financing amount this year will exceed the record high of $97 billion set in 2000 when Internet companies became popular. U.S. IPOs have raised $89 billion so far this year, up 232% from the same period last year, according to Renaissance Capital.</p><p>At the same time, a total of 250 companies in the United States conducted IPOs this year, an increase of 191% over the same period last year, which has exceeded the total number of 218 in the whole year last year.</p><p>According to CNBC, Renaissance Capital said that so far this year, the amount of market funding has been at a record level,<b>It is expected to exceed the record high of $97 billion set in 2000 when Internet companies became popular.</b></p><p>Matthew Kennedy, senior IPO market strategist at Renaissance Capital, said:</p><p>Judging from historical experience, companies can get high valuations in this IPO boom. We believe this is due to the growth of unicorn enterprises and the accumulation of venture capital funds over the decades. At least nine companies have doubled their IPO prices this year. E-Home Household Service, a Chinese housekeeping and appliance service company, has surged more than 300% since it went public in May.</p><p>Many types of companies are taking advantage of the boom in the U.S. stock market, such as home technology companies, healthcare innovation companies, and e-commerce companies, among others.</p><p>Biotech companies<a href=\"https://laohu8.com/S/VERV\">Verve Therapeutics</a>, container shipping company ZIM Integrated Shipping, and online payments company dLocal, were among the best-performing IPOs this year.</p><p>With the reopening of the economy after the epidemic, people are also optimistic about the economic outlook, and U.S. stocks continue to rise. The power of individual investors continues to rise and grow, promoting a new round of IPO boom. Investors also want a slice of their favorite companies.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123369206","content_text":"美国股市再次兴起了一波IPO热潮，预计今年的融资额将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\n\nRenaissance Capital的数据显示，今年到目前为止，美国IPO的融资额已达890亿美元，较去年同期增长了232%。\n同时，今年美国共有250家公司进行IPO，较去年同期增长了191%，已经超过了去年一整年218家的总数量。\n据CNBC报道，Renaissance Capital称，今年迄今为止，市场融资额已经处于创纪录水平，预计将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\nRenaissance Capital的高级IPO市场策略师Matthew Kennedy表示：\n\n 从历史经验来看，企业们能在此次IPO热潮中获得很高的估值。我们认为这要归功于数十年来独角兽企业的成长和风险投资资金的积累。\n\n今年至少有9家公司的IPO股价较发行价翻了一倍。中国家政和家电服务公司易家家居服务(E-Home Household Service)自5月份上市以来，股价已飙升逾300%。\n许多类型的公司都在利用美国股市的蓬勃发展，如居家科技公司、医疗保健创新公司和电子商务公司等。\n生物科技公司Verve Therapeutics、集装箱航运公司ZIM Integrated Shipping，以及在线支付公司dLocal，都是今年表现最好的IPO公司。\n随着疫情后经济的重新开放，人们对经济前景也持乐观态度，美股继续保持涨势。个人投资者的力量不断崛起壮大，推动了新一轮的IPO热潮。投资者们也希望从自己青睐的公司中分一杯羹。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800112666,"gmtCreate":1627286185455,"gmtModify":1703486727076,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"upupup","listText":"upupup","text":"upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800112666","repostId":"2154956709","repostType":4,"isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176315607,"gmtCreate":1626861532509,"gmtModify":1703479462966,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176315607","repostId":"2153582617","repostType":4,"repost":{"id":"2153582617","kind":"highlight","pubTimestamp":1626860521,"share":"https://ttm.financial/m/news/2153582617?lang=en_US&edition=fundamental","pubTime":"2021-07-21 17:42","market":"fut","language":"zh","title":"What's next for oil prices after a new OPEC + deal?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153582617","media":"格隆汇","summary":"欧佩克+在最近的与协议中决定将逐步提高欧佩克的月度产量。这个协议不容易达成，需要各方面的谈判和妥协。据报道，此前沙特与阿联酋之间的分歧在于阿联酋方面希望提高产量上限，但零对冲分析师David Mess","content":"<p>OPEC + decided in its recent agreement that it would gradually increase OPEC's monthly production. This agreement is not easy to reach and requires negotiation and compromise from all sides. According to reports, the previous difference between Saudi Arabia and the United Arab Emirates was that the United Arab Emirates wanted to increase the production cap.<b>But Zero Hedge analyst David Messler pointed out that in fact, this is not the only factor that has led to the UAE's new demands in OPEC.</b></p><p><h3>Saudi Arabia and UAE differences</h3>For a long time, there have been differences between Saudi Arabia and the United Arab Emirates on the \"peak oil theory\".</p><p>Because,<b>Saudi Arabia has been vigorously promoting the Vision 2030 plan, which includes a series of large-scale projects aimed at significantly reducing the kingdom's revenue dependence on oil exports and diversifying its revenue by 2030.</b>But the plan was not implemented as successfully as originally hoped. In fact, most of the actual increase in revenue came from new taxes, not new external investments. Revenue forecasts from non-oil sources are less than half of what was planned.</p><p>Some of these problems may be related to certain missteps by the Saudi crown prince. Saudi journalist killed, Aramco privatization failed to attract much external interest, a $200 billion<a href=\"https://laohu8.com/S/000591\">Solar energy</a>The failure of power farms to gain enough support to break away from plans, as well as attempts to start nuclear power projects, have combined to contribute to the weakening of investment incentives.</p><p>To make matters worse, the Saudi economy shrank by 3% due to the impact of the epidemic. Saudi Arabia has struggled to balance its books amid many problems such as weak growth within the economy due to high taxes and subsidy cuts.</p><p>This gives rise to a vicious circle, and with external cash inflows insufficient to meet their economic needs, the Saudis have renewed their commitment to depending on oil for longer in the future, and they now see oil production again as the backbone of the economy for decades to come. An energy consultant in Dubai said:</p><p>\"In the past five years, Saudi Arabia has made little progress in reducing its dependence on oil export revenues. So it may take more than 30 years to get rid of its dependence on oil.\" They believe that the transition to renewable energy has a decades-long span, with demand for oil and related derivatives remaining relatively high during the transition. Therefore, for Saudi Arabia, an oil price of US $70 or close to US $70 will greatly support economic development.</p><p><b>In contrast, the UAE has achieved greater success in many aspects.</b></p><p>First, the UAE's partial privatization of ADNOC properties and the sale of shares in ADNOC subsidiaries attracted US $25 billion in foreign capital into the country and avoided the trauma caused by the IPO process. Secondly, the UAE is building a power plant of more than 400 megawatts to generate electricity; In the field of nuclear power, the United Arab Emirates also opened a nuclear power plant this year, surpassing Saudi Arabia in scale. The UAE has successfully introduced a new futures contract for its benchmark crude oil production, called murban. This is to promote crude oil trading and optimize the price system under the OPEC production restriction agreement. In the future, the UAE also hopes to go further in the oil industry chain by expanding the $45 billion Ruwais industrial complex. In this plan, the country's refining capacity will be doubled and a huge petrochemical complex will be built. Its pipeline construction has also received support from many major European oil companies, with an investment plan of US $122 billion. A variety of factors have injected life into the UAE's oil industry, allowing it to significantly increase production in the short term.<b>Therefore, their view is that the time span of the energy transition will be shorter, which may lead to the \"stranding\" of a large amount of crude oil reserves, so they have to increase production and accelerate reserve consumption regardless of the impact of prices.</b></p><p>In addition, judging from the history of the Middle East, the UAE tends to do whatever it takes to preserve its competitive advantage in the region.</p><p>Tensions between the UAE and Israel have eased in recent years amid U.S.-brokered peace deals, but have also deepened mistrust between the two countries. In addition, due to the Palestinian issue, Saudi Arabia and the United Arab Emirates still have serious differences on the Israel issue.</p><p>With the recurrence of regional wars, it is clear that the UAE must work to break the aura brought by OPEC + to protect its interests.<b>This divergence of views has led to the UAE's deliberate move out of the Saudi shadow in the discussion around output, which has led to the stalemate.</b></p><p><h3>What is the impact of the new OPEC + deal on oil supplies?</h3>Judging from the announcement of last Sunday's meeting, most of the UAE's goals for increasing production have been achieved. On the other hand, other countries, including Saudi Arabia, Russia, Kuwait and Iraq, have also seen their benchmark quotas increase, which this time seems to be a win-win situation.</p><p>With the extension of the production reduction agreement until December 2022, Saudi Arabia is also worried about the excessive supply of oil in the market, causing prices to fall, not to mention the factors of Iran and the United States have not been taken into account-<b>Once sanctions are lifted, Iran may restore at least about 1.5 million barrels per day of crude oil; Agencies including EIA predict that the United States will significantly increase shale oil production in 2022.</b></p><p><img src=\"https://static.tigerbbs.com/52a41b3a52c12e33d4e4f581bc278dd0\" tg-width=\"750\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>However, David believes global markets can easily absorb this crude as the economy continues to recover from the pandemic.</p><p>The service and supply industries have undergone earth-shaking changes in the past three years, but there are not many drilling rigs and pumps that can be deployed in the United States. Most shale oil companies would rather adjust their asset structure and improve Dividend dividends to maintain investor confidence. Will not increase crude oil production.</p><p><img src=\"https://static.tigerbbs.com/488fa52b1f36dc6213cf10b297de72bb\" tg-width=\"750\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data from: EIA/PrimaryVision</p><p>In this regard, David said:</p><p>\"The next variable will be the rapid spread of the Delta variant virus. In my opinion, although it is more contagious than the original strain, with the help of vaccines, the infection rate is more controllable than the previous wave of epidemics. It is reported that vaccines are in The effectiveness of preventing infection is close to 97%. Therefore, this epidemic will not cause widespread panic.</p><p>Considering all of these factors-the OPEC + agreement, production rates, and North American shale activity levels, the result is that oil price trends will be higher despite volatility caused by market-driven sentiment changes. With the announcement of vaccine effectiveness, the economic recovery that began last year will continue, and investors should view the sell-off of the past few weeks as a buying opportunity. \"</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What's next for oil prices after a new OPEC + deal?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's next for oil prices after a new OPEC + deal?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-07-21 17:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>OPEC + decided in its recent agreement that it would gradually increase OPEC's monthly production. This agreement is not easy to reach and requires negotiation and compromise from all sides. According to reports, the previous difference between Saudi Arabia and the United Arab Emirates was that the United Arab Emirates wanted to increase the production cap.<b>But Zero Hedge analyst David Messler pointed out that in fact, this is not the only factor that has led to the UAE's new demands in OPEC.</b></p><p><h3>Saudi Arabia and UAE differences</h3>For a long time, there have been differences between Saudi Arabia and the United Arab Emirates on the \"peak oil theory\".</p><p>Because,<b>Saudi Arabia has been vigorously promoting the Vision 2030 plan, which includes a series of large-scale projects aimed at significantly reducing the kingdom's revenue dependence on oil exports and diversifying its revenue by 2030.</b>But the plan was not implemented as successfully as originally hoped. In fact, most of the actual increase in revenue came from new taxes, not new external investments. Revenue forecasts from non-oil sources are less than half of what was planned.</p><p>Some of these problems may be related to certain missteps by the Saudi crown prince. Saudi journalist killed, Aramco privatization failed to attract much external interest, a $200 billion<a href=\"https://laohu8.com/S/000591\">Solar energy</a>The failure of power farms to gain enough support to break away from plans, as well as attempts to start nuclear power projects, have combined to contribute to the weakening of investment incentives.</p><p>To make matters worse, the Saudi economy shrank by 3% due to the impact of the epidemic. Saudi Arabia has struggled to balance its books amid many problems such as weak growth within the economy due to high taxes and subsidy cuts.</p><p>This gives rise to a vicious circle, and with external cash inflows insufficient to meet their economic needs, the Saudis have renewed their commitment to depending on oil for longer in the future, and they now see oil production again as the backbone of the economy for decades to come. An energy consultant in Dubai said:</p><p>\"In the past five years, Saudi Arabia has made little progress in reducing its dependence on oil export revenues. So it may take more than 30 years to get rid of its dependence on oil.\" They believe that the transition to renewable energy has a decades-long span, with demand for oil and related derivatives remaining relatively high during the transition. Therefore, for Saudi Arabia, an oil price of US $70 or close to US $70 will greatly support economic development.</p><p><b>In contrast, the UAE has achieved greater success in many aspects.</b></p><p>First, the UAE's partial privatization of ADNOC properties and the sale of shares in ADNOC subsidiaries attracted US $25 billion in foreign capital into the country and avoided the trauma caused by the IPO process. Secondly, the UAE is building a power plant of more than 400 megawatts to generate electricity; In the field of nuclear power, the United Arab Emirates also opened a nuclear power plant this year, surpassing Saudi Arabia in scale. The UAE has successfully introduced a new futures contract for its benchmark crude oil production, called murban. This is to promote crude oil trading and optimize the price system under the OPEC production restriction agreement. In the future, the UAE also hopes to go further in the oil industry chain by expanding the $45 billion Ruwais industrial complex. In this plan, the country's refining capacity will be doubled and a huge petrochemical complex will be built. Its pipeline construction has also received support from many major European oil companies, with an investment plan of US $122 billion. A variety of factors have injected life into the UAE's oil industry, allowing it to significantly increase production in the short term.<b>Therefore, their view is that the time span of the energy transition will be shorter, which may lead to the \"stranding\" of a large amount of crude oil reserves, so they have to increase production and accelerate reserve consumption regardless of the impact of prices.</b></p><p>In addition, judging from the history of the Middle East, the UAE tends to do whatever it takes to preserve its competitive advantage in the region.</p><p>Tensions between the UAE and Israel have eased in recent years amid U.S.-brokered peace deals, but have also deepened mistrust between the two countries. In addition, due to the Palestinian issue, Saudi Arabia and the United Arab Emirates still have serious differences on the Israel issue.</p><p>With the recurrence of regional wars, it is clear that the UAE must work to break the aura brought by OPEC + to protect its interests.<b>This divergence of views has led to the UAE's deliberate move out of the Saudi shadow in the discussion around output, which has led to the stalemate.</b></p><p><h3>What is the impact of the new OPEC + deal on oil supplies?</h3>Judging from the announcement of last Sunday's meeting, most of the UAE's goals for increasing production have been achieved. On the other hand, other countries, including Saudi Arabia, Russia, Kuwait and Iraq, have also seen their benchmark quotas increase, which this time seems to be a win-win situation.</p><p>With the extension of the production reduction agreement until December 2022, Saudi Arabia is also worried about the excessive supply of oil in the market, causing prices to fall, not to mention the factors of Iran and the United States have not been taken into account-<b>Once sanctions are lifted, Iran may restore at least about 1.5 million barrels per day of crude oil; Agencies including EIA predict that the United States will significantly increase shale oil production in 2022.</b></p><p><img src=\"https://static.tigerbbs.com/52a41b3a52c12e33d4e4f581bc278dd0\" tg-width=\"750\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>However, David believes global markets can easily absorb this crude as the economy continues to recover from the pandemic.</p><p>The service and supply industries have undergone earth-shaking changes in the past three years, but there are not many drilling rigs and pumps that can be deployed in the United States. Most shale oil companies would rather adjust their asset structure and improve Dividend dividends to maintain investor confidence. Will not increase crude oil production.</p><p><img src=\"https://static.tigerbbs.com/488fa52b1f36dc6213cf10b297de72bb\" tg-width=\"750\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data from: EIA/PrimaryVision</p><p>In this regard, David said:</p><p>\"The next variable will be the rapid spread of the Delta variant virus. In my opinion, although it is more contagious than the original strain, with the help of vaccines, the infection rate is more controllable than the previous wave of epidemics. It is reported that vaccines are in The effectiveness of preventing infection is close to 97%. Therefore, this epidemic will not cause widespread panic.</p><p>Considering all of these factors-the OPEC + agreement, production rates, and North American shale activity levels, the result is that oil price trends will be higher despite volatility caused by market-driven sentiment changes. With the announcement of vaccine effectiveness, the economic recovery that began last year will continue, and investors should view the sell-off of the past few weeks as a buying opportunity. \"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.gelonghui.com/p/476817\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de019d346ae215b032b548e12d784857","relate_stocks":{"DUG":"二倍做空石油与天然气ETF(ProShares)","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN","DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF"},"source_url":"http://www.gelonghui.com/p/476817","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2153582617","content_text":"欧佩克+在最近的与协议中决定将逐步提高欧佩克的月度产量。这个协议不容易达成，需要各方面的谈判和妥协。据报道，此前沙特与阿联酋之间的分歧在于阿联酋方面希望提高产量上限，但零对冲分析师David Messler指出，事实上，这并不是导致阿联酋在欧佩克中有新诉求的唯一因素。\n沙特和阿联酋的分歧\n一直以来，沙特阿拉伯和阿联酋之间对“石油峰值论”存在分歧。\n因为，沙特一直在大力推进2030年愿景计划，这项计划包括一系列大型项目，旨在到2030年大幅减少王国对石油出口的收入依赖，实现收入多元化。但计划实施得并不像最初希望的那样成功，事实上，实际增加的收入大部分来自新税收，而不是新的外部投资。非石油来源的收入预测不到计划的一半。\n其中一些问题可能与沙特王储的某些失误有关。沙特记者被杀、沙特阿美私有化未能吸引太多外部利益、一个价值2000亿美元的太阳能发电场未能获得足够的支持以脱离计划，以及试图启动核电项目，这些因素共同导致了投资动力的衰弱。\n雪上加霜的是，沙特经济因疫情的影响萎缩了3%。高税收和补贴削减导致经济内部增长疲软等诸多问题，沙特一直在努力平衡其账目。\n这就产生了恶性循环，由于外部现金流入不足以满足其经济需求，沙特重新承诺在未来更长时间地依赖石油，他们现在将石油生产重新视为未来几十年经济的支柱。迪拜一位能源顾问表示：\n\n “过去五年，沙特阿拉伯在减轻对石油出口收入的依赖方面进展甚微。因此摆脱对石油的依赖可能需要30多年的时间。”\n\n他们认为向可再生能源的过渡有一个长达数十年的跨度，石油和相关衍生品在过渡期间的需求仍保持相对较高的水平。所以，对于沙特来说，70美元或接近70美元的油价将极大地支撑经济发展。\n而相比之下，阿联酋在多个方面取得了更大的成功。\n\n 首先，阿联酋对ADNOC财产的进行部分私有化，出售ADNOC子公司的股份，吸引了250亿美元的外国资本进入该国，避免了IPO过程带来的创伤。\n\n\n 其次，阿联酋正在修建一座400多兆瓦的发电厂发电；而在核电领域，阿联酋今年也开启了一个核发电厂，规模超过了沙特。阿联酋成功地为其基准原油生产引入了新的期货合约，称为穆尔班。这是为了在欧佩克限产协议之下促进原油交易和优化价格体系。\n\n\n 未来，阿联酋还希望通过扩建450亿美元的Ruwais工业综合体，在石油工业链中走得更远。在这项计划中，该国的炼油能力将翻一番，并将建设一个巨大的石化综合体。其管道建设也获得了多个欧洲大油企的支持，投资计划规模达到1220亿美元。\n\n种种因素为阿联酋的石油行业注入了活力，使其能够在短期内大幅增加产量。所以他们的看法是，能源转型时间跨度会较短，这可能会导致大量原油储备“搁浅”，因此他们要不顾价格影响而提高产量，加快储备消耗。\n另外，从中东历史来看，阿联酋倾向于不惜一切代价以保存自己在该地区的竞争优势。\n近年来，在美国斡旋的和平协议中，阿联酋和以色列之间的紧张局势得到缓解，但也加深了这两个国家之间的不信任。另外，由于巴勒斯坦问题，沙特在以色列问题上和阿联酋仍然存在严重分歧。\n随着区域战争的反复出现，很明显阿联酋必须努力打破欧佩克+带来的光环来保护其利益。这种观点分歧导致阿联酋在围绕产量的讨论中有意摆脱沙特的阴影，这就导致了僵局。\n欧佩克+新达成的协议对石油供应有何影响？\n从上周日会议的公告来看，阿联酋关于增产的大部分目的已达成。另一方面，包括沙特阿拉伯、俄罗斯、科威特和伊拉克在内的其他国家的基准配额也有所提高，这一次似乎是共赢。\n随着减产协议延长至2022年12月，沙特也因担心市面上石油供应过多导致价格下跌，更何况还没考虑到伊朗和美国的因素——一旦解除制裁，伊朗可能至少会恢复约150万桶/日的原油；而包括EIA在内的机构预计，美国2022年将大幅增产页岩油。\n\n然而，David认为，随着经济从疫情中继续复苏，全球市场可以轻松吸收这些原油。\n服务和供应行业在过去三年发生了翻天覆地的变化，但美国可部署的钻机和泵并不多，大多数页岩油企业宁愿调整资产结构，以及改善股息分红来维持投资者信心的意图，也不会增产原油。\n\n数据来自：EIA/PrimaryVision\n对此，David表示：\n“下一个变量将是Delta变异病毒的快速传播。在我看来，虽然它比原始毒株更具传染性，但在疫苗帮助之下，感染率比上一波疫情更可控，据悉疫苗在预防感染方面的有效性接近97%。因此这次疫情不会引起广泛的恐慌。\n考虑到所有这些因素——欧佩克+协议、生产率和北美页岩活动水平，得出的结果是，尽管市场驱动的情绪变化导致波动，但石油价格趋势将会更高。随着疫苗有效性的宣布，去年开始的经济复苏将继续下去，投资者应该将过去几周的抛售视为买入机会。”","news_type":1,"symbols_score_info":{"CLmain":0.9,"QMmain":0.9,"SCO":0.9,"UCO":0.9,"DUG":0.9,"DWT":0.9,"DWTIF":0.9,"DDG":0.9,"USO":0.9,"UWTIF":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171881187,"gmtCreate":1626736595949,"gmtModify":1703764052320,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171881187","repostId":"2152652777","repostType":4,"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148484772,"gmtCreate":1626005933596,"gmtModify":1703751852475,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"Upupup","listText":"Upupup","text":"Upupup","images":[{"img":"https://static.tigerbbs.com/e30bb26287e1194378307e329f0926df","width":"1080","height":"2391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148484772","isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":141634461,"gmtCreate":1625862123453,"gmtModify":1703749991351,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"Apple??","listText":"Apple??","text":"Apple??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141634461","repostId":"1128349172","repostType":4,"repost":{"id":"1128349172","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":1625842097,"share":"https://ttm.financial/m/news/1128349172?lang=en_US&edition=fundamental","pubTime":"2021-07-09 22:48","market":"us","language":"zh","title":"Apple Stock Continues to Rise Higher, Refreshing All-Time High Intraday","url":"https://stock-news.laohu8.com/highlight/detail?id=1128349172","media":"老虎资讯综合","summary":"周五，$苹果(AAPL)$股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。\n\n\n苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。","content":"<p>Friday,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price continued to rise after the opening, rising about 1.2% as of press time, continuing to hit historical highs. The total market value exceeds US $2.42 trillion.</p><p>Apple's huge net worth has exceeded the GDP of Italy, Brazil, Canada and Russia. The fact that only seven countries in the world have a GDP higher than Apple's market capitalization means that the tech giant is richer than a whopping 96% of the world's countries.</p><p><img src=\"https://static.tigerbbs.com/8c337968fa44608634d4c966c83a6e14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Continues to Rise Higher, Refreshing All-Time High Intraday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Continues to Rise Higher, Refreshing All-Time High Intraday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-09 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Friday,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price continued to rise after the opening, rising about 1.2% as of press time, continuing to hit historical highs. The total market value exceeds US $2.42 trillion.</p><p>Apple's huge net worth has exceeded the GDP of Italy, Brazil, Canada and Russia. The fact that only seven countries in the world have a GDP higher than Apple's market capitalization means that the tech giant is richer than a whopping 96% of the world's countries.</p><p><img src=\"https://static.tigerbbs.com/8c337968fa44608634d4c966c83a6e14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128349172","content_text":"周五，苹果股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。\n苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140897036,"gmtCreate":1625644745225,"gmtModify":1703745522358,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"up?up","listText":"up?up","text":"up?up","images":[{"img":"https://static.tigerbbs.com/7b9a7d92a68e6c072291c86b17216970","width":"1080","height":"2391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140897036","isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":801800477,"gmtCreate":1627493605199,"gmtModify":1703491120960,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"Jia you","listText":"Jia you","text":"Jia you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801800477","repostId":"1155682400","repostType":4,"isVote":1,"tweetType":1,"viewCount":1641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800112666,"gmtCreate":1627286185455,"gmtModify":1703486727076,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"upupup","listText":"upupup","text":"upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800112666","repostId":"2154956709","repostType":4,"repost":{"id":"2154956709","kind":"highlight","pubTimestamp":1627286069,"share":"https://ttm.financial/m/news/2154956709?lang=en_US&edition=fundamental","pubTime":"2021-07-26 15:54","market":"hk","language":"zh","title":"CITIC: Liquidity in the A-share market is tightening, and these industries have layout opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2154956709","media":"金十数据","summary":"市场流动性趋紧，整体大幅修正风险很低，结构再平衡提前开启。","content":"<p>This article comes from<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>research</p><p>SUMMARY</p><p><b>Market liquidity has begun to tighten, and it is expected that the extreme differentiation of sectors will end ahead of schedule. However, the risk of a substantial correction of the overall market is very low. The stable and positive macro fundamentals support the rebalancing of the structure. The growth sector has rotated from a high track to a low track. Some consumption and The pharmaceutical industry has the value of the left layout.</b></p><p>First of all, the inflow of incremental funds in the market has slowed down recently, and the positions of active investors in the market have rapidly approached the high point at the beginning of the year. Stock funds have adjusted positions in a panic, and the effect of subsequent adjustments tends to weaken. Consumption sector.</p><p>Secondly, liquidity at the macro level is still loose, and the market impact of the collapse of the group is weaker than that in the first quarter. Macroeconomic driving forces and bright spots still exist in the second half of the year. Fundamentals support the rebalancing of the market structure, and the negative expectations of traditional core assets have been fully reflected. There is room for valuation repair in the process of rebalancing.</p><p>At the allocation level, \"high cut low\" will become the main feature in the process of structural rebalancing, and some consumer and pharmaceutical industries with rebounding prosperity currently have left-side allocation value.</p><p><b>Market liquidity begins to tighten</b></p><p><b>It is expected that the extreme differentiation of the sector will end early</b></p><p><b>1) The inflow of incremental funds has slowed down, and the positions of active investors have rapidly approached the high point at the beginning of the year.</b>According to the semi-annual report data of Public Offering of Fund, the net subscription and redemption rate of active equity funds was-0.7%/-4.6% in 1Q21/2Q21, respectively. According to the sample data of our channel survey, the net redemption pressure continued to increase in the first three weeks of July, and the proportion of the cumulative net redemption scale to the net stock value of the sample funds at the beginning of the month has expanded to about 6.6%.</p><p>ETF products experienced net redemptions for four consecutive months, with the net redemption rate reaching 2.0% in the first three weeks of July. In terms of the positions of private equity institutions, the overall survey positions of small and medium-sized private equity with the highest activity did not observe significant changes throughout the second quarter, but they have increased rapidly and significantly in the past two weeks, close to the historical high at the beginning of the year, showing the correction process of growth track stocks. The characteristics of taking the opportunity to enter the market or increase positions.</p><p>We believe that every correction in the growth manufacturing sector before, there may be a large amount of funds taking the opportunity to enter the market, but the funds on the market that can undertake high-level adjustments have been rapidly consumed.</p><p><b>2) Existing funds adjust positions in a panic, and the effect of subsequent position adjustments tends to weaken.</b>Previously, the continuous position adjustment of existing funds is also the driving force for the continued and rapid rise of the manufacturing sector with high prosperity and growth. However, last week, the characteristics of panic position adjustment were obvious, and the stock funds have begun to sell industries and individual stocks with the same high prosperity in consumer, pharmaceutical and other sectors.</p><p>High-prosperity industries that institutional investors may have firmly held in times of headwinds, such as sweeping the floor<a href=\"https://laohu8.com/S/300024\">Robot</a>, medical beauty and sub-high-end liquor, the cumulative average declines on Thursday and Friday reached-11.3%,-7.6% and-4.9% respectively, far exceeding the CSI 300.</p><p>The cumulative net outflow of southbound funds reached 17.3 billion yuan last week, close to the peak of the year in March this year, and the reduction of holdings of clothing leaders with very high prosperity, such as<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Last week, the net outflow was HK $550 million, a cumulative decrease of 9.0%.<a href=\"https://laohu8.com/S/02331\">Li Ning</a>From last Wednesday to Friday, the cumulative net outflow was HK $290 million, a decrease of 9.6%.</p><p>From the transaction level, the strongest sector has also made up for the decline, which means that the capital diversion effect of the growth manufacturing sector is coming to an end.</p><p><b>3) For the first time in 14 months, long-term allocation foreign capital continued to flow out of the new energy sector and flow into the consumer sector.</b>Long-term allocation foreign capital has only continued to increase its holdings in the power equipment and new energy sectors since 2020. At the end of 2019, the market value of foreign capital holdings in this sector was less than 30 billion, accounting for only 2.7% of the total positions of northbound funds, but it has reached 11.7% at present. It is the second largest heavyweight industry after food and beverage.</p><p>Even in the process of the market surging and then pulling back in the first quarter of this year, allocation-oriented foreign capital continued to reduce its holdings of food and beverage (with a net outflow of 10.7 billion in January alone), but it still had a net inflow into the new electricity sector, with a net inflow of 32.6 billion in the entire first quarter.</p><p>However, in the first three weeks of July, the net outflow of allocation-oriented foreign capital from the new electricity sector was about-1.4 billion. Before that, it had been a net inflow for 14 consecutive months, and it turned to additional allocations of food and beverage (2.9 billion), home appliances (1.4 billion) and medicine (3 billion) and other industries. Although the behavior of allocation-oriented foreign capital is not enough to affect the overall style of the market, it at least shows that some long-term funds in the market with relatively high tolerance for valuation levels have begun to adjust their allocation direction on the left.</p><p><b>The risk of a sharp overall market correction is very low</b></p><p><b>Stable and positive macro fundamentals support structural rebalancing</b></p><p><b>1) Liquidity at the macro level is still loose, and the market impact of the collapse of the group is weaker than that in the first quarter.</b>Internal and external macroeconomic disturbance factors continue to increase.</p><p>Domestically, the rapid rise in raw material prices in the early stage has brought pressure on small and medium-sized enterprises, local scattered epidemics have occurred frequently, and various factors such as heavy rains and floods in some provinces in central China have exacerbated market concerns about the economic prospects in the third quarter.</p><p>From an overseas perspective, the spread of the Delta variant of the new coronavirus is accelerating, and the fiscal stimulus and subsidy measures under the epidemic in the United States will be withdrawn one after another from July, triggering market concerns about the global economic outlook. As inflation data continues to exceed expectations, the 10-year US Treasury yields once fell below 1.2% this month. The above macro environment is in sharp contrast to the environment of \"strong economy + strong inflation + weak liquidity\" in the first quarter of this year.</p><p>In addition, the long-term prosperity trend and growth space of growth manufacturing sectors such as new energy and semiconductors are far greater than those of traditional core assets. Even if the phased group collapses, the impact on the market is expected to be much weaker than that in the first quarter.</p><p><b>2) Economic driving forces and bright spots still exist in the second half of the year, and fundamentals support the rebalancing of the market structure.</b>Despite the temporary disturbance, consumption and industrial investment are extremely resilient in the second half of the year.</p><p>In the consumption field, the growth rate of residents' disposable income, especially the wage growth rate of low-and middle-income groups such as migrant workers, continues to rise. The gradual implementation of consumer finance supervision promotes the continued recovery of non-housing consumer credit. The trend of continued recovery of terminal consumption remains unchanged, while listed companies Suppressive factors such as high base level and channel destocking are expected to be significantly alleviated in 4Q21.</p><p>In the field of real estate investment, under the current credit environment and financing structure of developers, speeding up the completion of construction and forming cash withdrawal from sales as soon as possible are still the most important ways for developers to deleverage. It is expected that the growth rate of new construction and construction and installation investment will not continue to decline in the second half of the year.</p><p>In the field of infrastructure, as the subsequent issuance of local special bonds accelerates, infrastructure investment will continue to maintain steady growth, and it is expected to return to a growth rate of about 3% throughout the year.</p><p>In the manufacturing sector, the continued large-scale capital expenditure of new energy and semiconductors, as well as the accelerated delivery of production in the automotive industry after supply chain problems have eased, will all bring about a continued recovery in manufacturing investment growth.</p><p><b>3) The negative expectations of traditional core assets have been fully reflected, and there is room for valuation repair during the rebalancing process.</b></p><p>First of all, at the level of economic expectations, the comprehensive RRR cut policy in the early stage, the recent resurgence of local scattered epidemics, and the impact of superimposed floods have fully responded to the pessimistic expectations of the economy in the second half of the year, but in fact, the economic driving force and resilience in the second half of the year still exist.</p><p>Secondly, the credit risk events and related reports of some real estate developers and financial enterprises have made the market fully expect some local credit risks that may occur in the second half of the year, but the actual policy tone is still to handle them safely.</p><p>Finally, from the perspective of funds, investors have begun to sell their firmest positions in the consumer sector, which also means that the market's pessimism about traditional core assets has reached the extreme.</p><p>From the perspective of valuation, the overall valuation level of public non-financial heavyweight stocks has been significantly adjusted in the past two quarters. The static valuation of the top 50 non-financial heavyweight stocks has dropped from 73.9 times at the end of the first quarter to 42.0 times at the end of the second quarter, returning to the level between 4Q19-1Q20, and room for valuation repair has gradually emerged.</p><p><b>Growth sectors rotate from high track to low track</b></p><p><b>Some consumer and pharmaceutical industries have left-side layout value</b></p><p><b>1) In the process of structural rebalancing, \"high cutting and low cutting\" will become the main feature.</b>Under the constraints of market funds, we believe that the extreme differentiation of sectors will end ahead of schedule, and the growth and manufacturing sectors will quickly overdraw the semi-annual report season ahead of schedule.</p><p>However, it will take time to repair the structural problems of the overall economy, and the short-term lack of rotating relay sectors has prolonged the transition period of the market from a quiet period to a resonant upward period. At this stage, the structural rebalancing of the market is the main feature.</p><p>In terms of configuration, it is recommended to shift from the high-level track in the growth manufacturing sector to the relatively low-level track, such as the military industry; And you can consider gradually deploying the consumer and pharmaceutical sectors on the left side with very sufficient valuation adjustments.</p><p><b>2) Some consumer and pharmaceutical industries that have recovered currently have left-side allocation value.</b>In the consumer field, subdivided industries with high prosperity and improved supply-side structure can fully support the current demand for high-growth varieties.</p><p>Specifically, it is recommended to pay attention to the general trend of benefiting from inventory clearing, industry structure optimization and the rise of national tide<b>clothing</b>, benefiting from the continued high growth in high-end consumer demand and the clearing of small and medium-sized brands<b>Jewelry accessories</b>, benefiting from the continued high growth of mid-to-high-end products<b>Beer</b>, benefiting from demand replenishment, consumption upgrades and accelerated nationalization of sub-high-end liquor, the industry continues to explode and grow<b>Medical aesthetics</b>, substantial adjustments due to transaction-level factors<b>Service robot</b>, and domestic products whose model structure drives profound changes on the supply side after the core shortage problem is alleviated<b>automobile</b>。</p><p>In the field of medicine, we recommend continuing to pay attention to<b>CXO, Vaccines, Pharmaceutical Equipment, Devices</b>And<b>Medical Services</b>Opportunities in the field. In the post-epidemic era, the rigid demand attribute of the pharmaceutical sector has been very clear. Combined with the early valuation switch of high-growth and high-valuation companies in the second half of the year, there have been very cost-effective layout opportunities.</p><p><b>Risk Factors</b></p><p>The global epidemic has repeated and vaccination has fallen short of expectations; The progress of domestic economic recovery is less than expected; Macro liquidity at home and abroad has tightened more than expected.</p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CITIC: Liquidity in the A-share market is tightening, and these industries have layout opportunities</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\">\nCITIC: Liquidity in the A-share market is tightening, and these industries have layout opportunities\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-07-26 15:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>This article comes from<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>research</p><p>SUMMARY</p><p><b>Market liquidity has begun to tighten, and it is expected that the extreme differentiation of sectors will end ahead of schedule. However, the risk of a substantial correction of the overall market is very low. The stable and positive macro fundamentals support the rebalancing of the structure. The growth sector has rotated from a high track to a low track. Some consumption and The pharmaceutical industry has the value of the left layout.</b></p><p>First of all, the inflow of incremental funds in the market has slowed down recently, and the positions of active investors in the market have rapidly approached the high point at the beginning of the year. Stock funds have adjusted positions in a panic, and the effect of subsequent adjustments tends to weaken. Consumption sector.</p><p>Secondly, liquidity at the macro level is still loose, and the market impact of the collapse of the group is weaker than that in the first quarter. Macroeconomic driving forces and bright spots still exist in the second half of the year. Fundamentals support the rebalancing of the market structure, and the negative expectations of traditional core assets have been fully reflected. There is room for valuation repair in the process of rebalancing.</p><p>At the allocation level, \"high cut low\" will become the main feature in the process of structural rebalancing, and some consumer and pharmaceutical industries with rebounding prosperity currently have left-side allocation value.</p><p><b>Market liquidity begins to tighten</b></p><p><b>It is expected that the extreme differentiation of the sector will end early</b></p><p><b>1) The inflow of incremental funds has slowed down, and the positions of active investors have rapidly approached the high point at the beginning of the year.</b>According to the semi-annual report data of Public Offering of Fund, the net subscription and redemption rate of active equity funds was-0.7%/-4.6% in 1Q21/2Q21, respectively. According to the sample data of our channel survey, the net redemption pressure continued to increase in the first three weeks of July, and the proportion of the cumulative net redemption scale to the net stock value of the sample funds at the beginning of the month has expanded to about 6.6%.</p><p>ETF products experienced net redemptions for four consecutive months, with the net redemption rate reaching 2.0% in the first three weeks of July. In terms of the positions of private equity institutions, the overall survey positions of small and medium-sized private equity with the highest activity did not observe significant changes throughout the second quarter, but they have increased rapidly and significantly in the past two weeks, close to the historical high at the beginning of the year, showing the correction process of growth track stocks. The characteristics of taking the opportunity to enter the market or increase positions.</p><p>We believe that every correction in the growth manufacturing sector before, there may be a large amount of funds taking the opportunity to enter the market, but the funds on the market that can undertake high-level adjustments have been rapidly consumed.</p><p><b>2) Existing funds adjust positions in a panic, and the effect of subsequent position adjustments tends to weaken.</b>Previously, the continuous position adjustment of existing funds is also the driving force for the continued and rapid rise of the manufacturing sector with high prosperity and growth. However, last week, the characteristics of panic position adjustment were obvious, and the stock funds have begun to sell industries and individual stocks with the same high prosperity in consumer, pharmaceutical and other sectors.</p><p>High-prosperity industries that institutional investors may have firmly held in times of headwinds, such as sweeping the floor<a href=\"https://laohu8.com/S/300024\">Robot</a>, medical beauty and sub-high-end liquor, the cumulative average declines on Thursday and Friday reached-11.3%,-7.6% and-4.9% respectively, far exceeding the CSI 300.</p><p>The cumulative net outflow of southbound funds reached 17.3 billion yuan last week, close to the peak of the year in March this year, and the reduction of holdings of clothing leaders with very high prosperity, such as<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>Last week, the net outflow was HK $550 million, a cumulative decrease of 9.0%.<a href=\"https://laohu8.com/S/02331\">Li Ning</a>From last Wednesday to Friday, the cumulative net outflow was HK $290 million, a decrease of 9.6%.</p><p>From the transaction level, the strongest sector has also made up for the decline, which means that the capital diversion effect of the growth manufacturing sector is coming to an end.</p><p><b>3) For the first time in 14 months, long-term allocation foreign capital continued to flow out of the new energy sector and flow into the consumer sector.</b>Long-term allocation foreign capital has only continued to increase its holdings in the power equipment and new energy sectors since 2020. At the end of 2019, the market value of foreign capital holdings in this sector was less than 30 billion, accounting for only 2.7% of the total positions of northbound funds, but it has reached 11.7% at present. It is the second largest heavyweight industry after food and beverage.</p><p>Even in the process of the market surging and then pulling back in the first quarter of this year, allocation-oriented foreign capital continued to reduce its holdings of food and beverage (with a net outflow of 10.7 billion in January alone), but it still had a net inflow into the new electricity sector, with a net inflow of 32.6 billion in the entire first quarter.</p><p>However, in the first three weeks of July, the net outflow of allocation-oriented foreign capital from the new electricity sector was about-1.4 billion. Before that, it had been a net inflow for 14 consecutive months, and it turned to additional allocations of food and beverage (2.9 billion), home appliances (1.4 billion) and medicine (3 billion) and other industries. Although the behavior of allocation-oriented foreign capital is not enough to affect the overall style of the market, it at least shows that some long-term funds in the market with relatively high tolerance for valuation levels have begun to adjust their allocation direction on the left.</p><p><b>The risk of a sharp overall market correction is very low</b></p><p><b>Stable and positive macro fundamentals support structural rebalancing</b></p><p><b>1) Liquidity at the macro level is still loose, and the market impact of the collapse of the group is weaker than that in the first quarter.</b>Internal and external macroeconomic disturbance factors continue to increase.</p><p>Domestically, the rapid rise in raw material prices in the early stage has brought pressure on small and medium-sized enterprises, local scattered epidemics have occurred frequently, and various factors such as heavy rains and floods in some provinces in central China have exacerbated market concerns about the economic prospects in the third quarter.</p><p>From an overseas perspective, the spread of the Delta variant of the new coronavirus is accelerating, and the fiscal stimulus and subsidy measures under the epidemic in the United States will be withdrawn one after another from July, triggering market concerns about the global economic outlook. As inflation data continues to exceed expectations, the 10-year US Treasury yields once fell below 1.2% this month. The above macro environment is in sharp contrast to the environment of \"strong economy + strong inflation + weak liquidity\" in the first quarter of this year.</p><p>In addition, the long-term prosperity trend and growth space of growth manufacturing sectors such as new energy and semiconductors are far greater than those of traditional core assets. Even if the phased group collapses, the impact on the market is expected to be much weaker than that in the first quarter.</p><p><b>2) Economic driving forces and bright spots still exist in the second half of the year, and fundamentals support the rebalancing of the market structure.</b>Despite the temporary disturbance, consumption and industrial investment are extremely resilient in the second half of the year.</p><p>In the consumption field, the growth rate of residents' disposable income, especially the wage growth rate of low-and middle-income groups such as migrant workers, continues to rise. The gradual implementation of consumer finance supervision promotes the continued recovery of non-housing consumer credit. The trend of continued recovery of terminal consumption remains unchanged, while listed companies Suppressive factors such as high base level and channel destocking are expected to be significantly alleviated in 4Q21.</p><p>In the field of real estate investment, under the current credit environment and financing structure of developers, speeding up the completion of construction and forming cash withdrawal from sales as soon as possible are still the most important ways for developers to deleverage. It is expected that the growth rate of new construction and construction and installation investment will not continue to decline in the second half of the year.</p><p>In the field of infrastructure, as the subsequent issuance of local special bonds accelerates, infrastructure investment will continue to maintain steady growth, and it is expected to return to a growth rate of about 3% throughout the year.</p><p>In the manufacturing sector, the continued large-scale capital expenditure of new energy and semiconductors, as well as the accelerated delivery of production in the automotive industry after supply chain problems have eased, will all bring about a continued recovery in manufacturing investment growth.</p><p><b>3) The negative expectations of traditional core assets have been fully reflected, and there is room for valuation repair during the rebalancing process.</b></p><p>First of all, at the level of economic expectations, the comprehensive RRR cut policy in the early stage, the recent resurgence of local scattered epidemics, and the impact of superimposed floods have fully responded to the pessimistic expectations of the economy in the second half of the year, but in fact, the economic driving force and resilience in the second half of the year still exist.</p><p>Secondly, the credit risk events and related reports of some real estate developers and financial enterprises have made the market fully expect some local credit risks that may occur in the second half of the year, but the actual policy tone is still to handle them safely.</p><p>Finally, from the perspective of funds, investors have begun to sell their firmest positions in the consumer sector, which also means that the market's pessimism about traditional core assets has reached the extreme.</p><p>From the perspective of valuation, the overall valuation level of public non-financial heavyweight stocks has been significantly adjusted in the past two quarters. The static valuation of the top 50 non-financial heavyweight stocks has dropped from 73.9 times at the end of the first quarter to 42.0 times at the end of the second quarter, returning to the level between 4Q19-1Q20, and room for valuation repair has gradually emerged.</p><p><b>Growth sectors rotate from high track to low track</b></p><p><b>Some consumer and pharmaceutical industries have left-side layout value</b></p><p><b>1) In the process of structural rebalancing, \"high cutting and low cutting\" will become the main feature.</b>Under the constraints of market funds, we believe that the extreme differentiation of sectors will end ahead of schedule, and the growth and manufacturing sectors will quickly overdraw the semi-annual report season ahead of schedule.</p><p>However, it will take time to repair the structural problems of the overall economy, and the short-term lack of rotating relay sectors has prolonged the transition period of the market from a quiet period to a resonant upward period. At this stage, the structural rebalancing of the market is the main feature.</p><p>In terms of configuration, it is recommended to shift from the high-level track in the growth manufacturing sector to the relatively low-level track, such as the military industry; And you can consider gradually deploying the consumer and pharmaceutical sectors on the left side with very sufficient valuation adjustments.</p><p><b>2) Some consumer and pharmaceutical industries that have recovered currently have left-side allocation value.</b>In the consumer field, subdivided industries with high prosperity and improved supply-side structure can fully support the current demand for high-growth varieties.</p><p>Specifically, it is recommended to pay attention to the general trend of benefiting from inventory clearing, industry structure optimization and the rise of national tide<b>clothing</b>, benefiting from the continued high growth in high-end consumer demand and the clearing of small and medium-sized brands<b>Jewelry accessories</b>, benefiting from the continued high growth of mid-to-high-end products<b>Beer</b>, benefiting from demand replenishment, consumption upgrades and accelerated nationalization of sub-high-end liquor, the industry continues to explode and grow<b>Medical aesthetics</b>, substantial adjustments due to transaction-level factors<b>Service robot</b>, and domestic products whose model structure drives profound changes on the supply side after the core shortage problem is alleviated<b>automobile</b>。</p><p>In the field of medicine, we recommend continuing to pay attention to<b>CXO, Vaccines, Pharmaceutical Equipment, Devices</b>And<b>Medical Services</b>Opportunities in the field. In the post-epidemic era, the rigid demand attribute of the pharmaceutical sector has been very clear. Combined with the early valuation switch of high-growth and high-valuation companies in the second half of the year, there have been very cost-effective layout opportunities.</p><p><b>Risk Factors</b></p><p>The global epidemic has repeated and vaccination has fallen short of expectations; The progress of domestic economic recovery is less than expected; Macro liquidity at home and abroad has tightened more than expected.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=78391&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d63c717f200491b518556e2de79a967","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=78391&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154956709","content_text":"本文来源于中信证券研究\n摘要\n市场流动性开始趋紧，预计板块极致分化提前终结，但市场整体大幅修正风险很低，稳中向好的宏观基本面支撑结构再平衡，成长板块从高位赛道轮动到低位，部分消费和医药行业具备左侧布局价值。\n首先，近期市场增量资金流入趋缓，场内活跃投资者仓位快速接近年初高点，存量资金恐慌性调仓，后续调仓效应趋于减弱，配置型外资年内首次持续流出新能源板块，流入消费板块。\n其次，宏观层面流动性仍然宽松，抱团瓦解的市场冲击弱于一季度，下半年宏观经济驱动力和亮点犹存，基本面支撑市场结构再平衡，传统核心资产负面预期已充分反映，再平衡过程中有估值修复空间。\n配置层面，结构再平衡过程中“高切低”将成为主要特征，部分景气回升的消费和医药行业当前就具备左侧配置价值。\n市场流动性开始趋紧\n预计板块极致分化提前终结\n1）增量资金流入趋缓，活跃投资者仓位快速接近年初高点。根据公募基金半年报数据，主动权益类基金净申赎率在1Q21/2Q21分别为-0.7%/-4.6%，而根据我们渠道调研的样本数据，7月前三周净赎回压力继续加大，累计净赎回规模占月初样本基金的存量净值的比例已经扩大到6.6%左右。\nETF产品则出现连续四个月净赎回，7月前三周净赎回率达到2.0%。私募机构仓位方面，活跃度最高的中小型私募整体调查仓位在整个二季度没有观察到明显变动，但在过去两周却快速大幅提升，接近年初的历史高点，呈现出成长赛道股回调过程中借机入场或者加仓的特征。\n我们认为此前成长制造板块的每一次回调可能都存在大量资金借机入场，但当下能够承接高位调整的场内资金已经迅速被消耗。\n2）存量资金恐慌性调仓，后续调仓效应趋于减弱。此前存量资金的持续调仓也是推动高景气成长制造板块持续快速上涨的动力。但上周恐慌性调仓特征明显，存量资金已经开始抛售消费、医药等板块同样高景气的行业和个股。\n原本机构投资者可能在逆风时也会坚定持有的高景气行业，如扫地机器人、医美和次高端白酒，在周四、周五两个交易日累计平均跌幅分别达到-11.3%、-7.6%和-4.9%，远超沪深300。\n南向资金上周累计净流出规模达到173亿元，接近今年3月份的年内峰值，并减持景气度非常高的服装龙头，例如安踏体育在上周净流出5.5亿港元，累计下跌9.0%，李宁上周三至周五累计净流出2.9亿港元，跌幅达到9.6%。\n从交易层面看，最强势板块也出现补跌，意味着成长制造板块的资金分流效应已经接近尾声。\n3）长线配置型外资14个月以来首次持续流出新能源板块，流入消费板块。长线配置型外资自2020年才开始持续增持电力设备和新能源板块，2019年末时该板块外资持股市值不足300亿，仅占北上资金总持仓的2.7%，但在当前已经达到11.7%，是仅次于食品饮料的第二大重仓行业。\n即便在今年一季度市场冲高再回调的过程中，配置型外资持续减持食品饮料（仅1月就净流出107亿），但依旧净流入电新板块，整个一季度净流入326亿。\n但7月前三周，配置型外资净流出电新板块约-14亿，而此之前已连续净流入14个月，并转而增配食品饮料（+29亿）、家电（+14亿）和医药（+30亿）等行业。配置型外资的行为虽然不足以影响市场整体风格，但至少说明市场中部分对估值水平容忍度相对较高的长线资金已经开始左侧调整配置方向。\n市场整体大幅修正风险很低\n稳中向好的宏观基本面支撑结构再平衡\n1）宏观层面流动性仍然宽松，抱团瓦解的市场冲击弱于一季度。内外部宏观经济扰动因素持续增多。\n国内来看，前期原材料价格快速上涨带来中小企业经营压力，局部散点疫情多发，华中部分省份暴雨洪灾等多方因素加剧了市场对三季度经济前景的担忧。\n海外来看，新冠病毒Delta变种加速扩散，美国疫情下的财政刺激和补助措施从7月开始将陆续退出，引发市场对全球经济前景的担忧，在通胀数据不断超预期情况下10年期美债利率本月一度跌破1.2%。上述宏观环境与今年一季度的“强经济+强通胀+弱流动性”的环境形成鲜明对比。\n此外，新能源、半导体等成长制造板块长期景气趋势和成长空间远大于传统核心资产，即便阶段性抱团瓦解，对于市场的影响预计也远弱于一季度。\n2）下半年经济驱动力和亮点犹存，基本面支撑市场结构再平衡。尽管存在暂时性扰动，但下半年消费和工业投资都有极强的韧性。\n消费领域，居民可支配收入增速，尤其是农民工等中低收入群体工资增速持续回升，消费金融监管逐步落地推动非住房消费信贷持续恢复，终端消费持续回暖的趋势不变，而上市公司层面高基数、渠道去库等压制因素预计在4Q21得到明显缓解。\n地产投资领域，在当前的信用环境和开发商融资结构下，加速施工竣工，尽快形成销售回笼现金，依旧是开发商去杠杆的最主要方式，预计新开工和建安投资增速下半年不会持续下滑。\n基建领域，随着后续地方专项债的发行加快，基建投资将继续保持稳定增长，预计全年能够恢复到3%左右的增速。\n制造业领域，新能源和半导体的持续大规模资本开支，以及汽车行业在供应链问题缓解后加速成产交付，都将带来制造业投资增速持续回升。\n3）传统核心资产的负面预期已充分反映，再平衡过程中有估值修复空间。\n首先，经济预期层面，前期全面降准政策、近期局部散点疫情再次出现，叠加洪灾影响，市场对下半年经济偏悲观的预期已经充分反应，但实际上下半年经济驱动力和韧性犹存。\n其次，部分地产开发商以及金融企业的信用风险事件和相关报道已经让市场对下半年可能出现的一些局部信用风险有充分预期，但实际政策层面的基调依然是稳妥处置。\n最后，从资金层面来看，投资者已经开始抛售消费板块当中最坚定的持仓，也意味着市场对于传统核心资产的悲观情绪已经达到极致。\n从估值层面来看，公募非金融重仓股的整体估值水平在过去两个季度已较为显著地调整，前50大非金融重仓股的静态估值已经从一季度末的73.9倍下滑至二季度末的42.0倍，恢复至4Q19-1Q20之间的水平，估值修复的空间已经逐步显现。\n成长板块从高位赛道轮动到低位\n部分消费和医药行业具备左侧布局价值\n1）结构再平衡过程中“高切低”将成为主要特征。在市场资金层面的约束下，我们认为板块极致分化将提前终结，成长制造板块抱团提前快速透支了半年报季的行情。\n然而，整体经济结构性问题的修复需要时间，短期缺乏轮动接力板块，延长了市场从平静期向共振上行期转换阶段的时间。在这个阶段，市场的结构再平衡就是主要特征。\n在配置上，建议从成长制造板块里高位的赛道转向相对低位的赛道，如军工；并可以考虑逐步左侧布局当下估值调整非常充分的消费和医药板块。\n2）部分景气回升的消费和医药行业当前就具备左侧配置价值。消费领域，高景气和供应端结构改善的细分行业完全可以支撑当下资金对高增长品种的需求。\n具体而言，建议关注受益库存出清、行业格局优化和国潮崛起大趋势的服装，受益高端消费需求持续高增以及中小品牌出清的珠宝饰品，受益中高端产品持续高增长的啤酒，受益需求回补、消费升级和全国化加速的次高端白酒，行业持续爆发式高增长的医美，因交易层面因素大幅调整的服务机器人，以及缺芯问题缓解后车型结构推动供给端深刻变化的国产汽车。\n医药领域，我们建议继续建议关注CXO、疫苗、制药设备、器械和医疗服务领域的机会。疫情后时代医药板块的刚需属性已经非常明确，结合下半年高成长性高估值公司的提前估值切换，已经出现极具性价比的布局机会。\n风险因素\n全球疫情反复、疫苗接种不及预期；国内经济复苏进度不及预期；海内外宏观流动性超预期收紧。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148484772,"gmtCreate":1626005933596,"gmtModify":1703751852475,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"Upupup","listText":"Upupup","text":"Upupup","images":[{"img":"https://static.tigerbbs.com/e30bb26287e1194378307e329f0926df","width":"1080","height":"2391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148484772","isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":141634461,"gmtCreate":1625862123453,"gmtModify":1703749991351,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"Apple??","listText":"Apple??","text":"Apple??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141634461","repostId":"1128349172","repostType":4,"repost":{"id":"1128349172","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":1625842097,"share":"https://ttm.financial/m/news/1128349172?lang=en_US&edition=fundamental","pubTime":"2021-07-09 22:48","market":"us","language":"zh","title":"Apple Stock Continues to Rise Higher, Refreshing All-Time High Intraday","url":"https://stock-news.laohu8.com/highlight/detail?id=1128349172","media":"老虎资讯综合","summary":"周五，$苹果(AAPL)$股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。\n\n\n苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。","content":"<p>Friday,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price continued to rise after the opening, rising about 1.2% as of press time, continuing to hit historical highs. The total market value exceeds US $2.42 trillion.</p><p>Apple's huge net worth has exceeded the GDP of Italy, Brazil, Canada and Russia. The fact that only seven countries in the world have a GDP higher than Apple's market capitalization means that the tech giant is richer than a whopping 96% of the world's countries.</p><p><img src=\"https://static.tigerbbs.com/8c337968fa44608634d4c966c83a6e14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Continues to Rise Higher, Refreshing All-Time High Intraday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Continues to Rise Higher, Refreshing All-Time High Intraday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-09 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Friday,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price continued to rise after the opening, rising about 1.2% as of press time, continuing to hit historical highs. The total market value exceeds US $2.42 trillion.</p><p>Apple's huge net worth has exceeded the GDP of Italy, Brazil, Canada and Russia. The fact that only seven countries in the world have a GDP higher than Apple's market capitalization means that the tech giant is richer than a whopping 96% of the world's countries.</p><p><img src=\"https://static.tigerbbs.com/8c337968fa44608634d4c966c83a6e14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128349172","content_text":"周五，苹果股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。\n苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801800609,"gmtCreate":1627493538801,"gmtModify":1703491120468,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801800609","repostId":"1169023385","repostType":4,"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800451878,"gmtCreate":1627313767294,"gmtModify":1703487509390,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"upupup","listText":"upupup","text":"upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800451878","repostId":"1123369206","repostType":4,"repost":{"id":"1123369206","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1627311753,"share":"https://ttm.financial/m/news/1123369206?lang=en_US&edition=fundamental","pubTime":"2021-07-26 23:02","market":"us","language":"zh","title":"The US stock IPO is about to break the record again!","url":"https://stock-news.laohu8.com/highlight/detail?id=1123369206","media":"华尔街见闻","summary":"美国股市再次兴起了一波IPO热潮，预计今年的融资额将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\n\nRenaissance Capital的数据显示，今年到目前为止，美国IPO的融资额","content":"<p>There is another wave of IPO boom in the U.S. stock market. It is expected that the financing amount this year will exceed the record high of $97 billion set in 2000 when Internet companies became popular. U.S. IPOs have raised $89 billion so far this year, up 232% from the same period last year, according to Renaissance Capital.</p><p>At the same time, a total of 250 companies in the United States conducted IPOs this year, an increase of 191% over the same period last year, which has exceeded the total number of 218 in the whole year last year.</p><p>According to CNBC, Renaissance Capital said that so far this year, the amount of market funding has been at a record level,<b>It is expected to exceed the record high of $97 billion set in 2000 when Internet companies became popular.</b></p><p>Matthew Kennedy, senior IPO market strategist at Renaissance Capital, said:</p><p>Judging from historical experience, companies can get high valuations in this IPO boom. We believe this is due to the growth of unicorn enterprises and the accumulation of venture capital funds over the decades. At least nine companies have doubled their IPO prices this year. E-Home Household Service, a Chinese housekeeping and appliance service company, has surged more than 300% since it went public in May.</p><p>Many types of companies are taking advantage of the boom in the U.S. stock market, such as home technology companies, healthcare innovation companies, and e-commerce companies, among others.</p><p>Biotech companies<a href=\"https://laohu8.com/S/VERV\">Verve Therapeutics</a>, container shipping company ZIM Integrated Shipping, and online payments company dLocal, were among the best-performing IPOs this year.</p><p>With the reopening of the economy after the epidemic, people are also optimistic about the economic outlook, and U.S. stocks continue to rise. The power of individual investors continues to rise and grow, promoting a new round of IPO boom. Investors also want a slice of their favorite companies.</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 US stock IPO is about to break the record again!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe US stock IPO is about to break the record again!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2021-07-26 23:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>There is another wave of IPO boom in the U.S. stock market. It is expected that the financing amount this year will exceed the record high of $97 billion set in 2000 when Internet companies became popular. U.S. IPOs have raised $89 billion so far this year, up 232% from the same period last year, according to Renaissance Capital.</p><p>At the same time, a total of 250 companies in the United States conducted IPOs this year, an increase of 191% over the same period last year, which has exceeded the total number of 218 in the whole year last year.</p><p>According to CNBC, Renaissance Capital said that so far this year, the amount of market funding has been at a record level,<b>It is expected to exceed the record high of $97 billion set in 2000 when Internet companies became popular.</b></p><p>Matthew Kennedy, senior IPO market strategist at Renaissance Capital, said:</p><p>Judging from historical experience, companies can get high valuations in this IPO boom. We believe this is due to the growth of unicorn enterprises and the accumulation of venture capital funds over the decades. At least nine companies have doubled their IPO prices this year. E-Home Household Service, a Chinese housekeeping and appliance service company, has surged more than 300% since it went public in May.</p><p>Many types of companies are taking advantage of the boom in the U.S. stock market, such as home technology companies, healthcare innovation companies, and e-commerce companies, among others.</p><p>Biotech companies<a href=\"https://laohu8.com/S/VERV\">Verve Therapeutics</a>, container shipping company ZIM Integrated Shipping, and online payments company dLocal, were among the best-performing IPOs this year.</p><p>With the reopening of the economy after the epidemic, people are also optimistic about the economic outlook, and U.S. stocks continue to rise. The power of individual investors continues to rise and grow, promoting a new round of IPO boom. Investors also want a slice of their favorite companies.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123369206","content_text":"美国股市再次兴起了一波IPO热潮，预计今年的融资额将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\n\nRenaissance Capital的数据显示，今年到目前为止，美国IPO的融资额已达890亿美元，较去年同期增长了232%。\n同时，今年美国共有250家公司进行IPO，较去年同期增长了191%，已经超过了去年一整年218家的总数量。\n据CNBC报道，Renaissance Capital称，今年迄今为止，市场融资额已经处于创纪录水平，预计将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\nRenaissance Capital的高级IPO市场策略师Matthew Kennedy表示：\n\n 从历史经验来看，企业们能在此次IPO热潮中获得很高的估值。我们认为这要归功于数十年来独角兽企业的成长和风险投资资金的积累。\n\n今年至少有9家公司的IPO股价较发行价翻了一倍。中国家政和家电服务公司易家家居服务(E-Home Household Service)自5月份上市以来，股价已飙升逾300%。\n许多类型的公司都在利用美国股市的蓬勃发展，如居家科技公司、医疗保健创新公司和电子商务公司等。\n生物科技公司Verve Therapeutics、集装箱航运公司ZIM Integrated Shipping，以及在线支付公司dLocal，都是今年表现最好的IPO公司。\n随着疫情后经济的重新开放，人们对经济前景也持乐观态度，美股继续保持涨势。个人投资者的力量不断崛起壮大，推动了新一轮的IPO热潮。投资者们也希望从自己青睐的公司中分一杯羹。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176315607,"gmtCreate":1626861532509,"gmtModify":1703479462966,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176315607","repostId":"2153582617","repostType":4,"repost":{"id":"2153582617","kind":"highlight","pubTimestamp":1626860521,"share":"https://ttm.financial/m/news/2153582617?lang=en_US&edition=fundamental","pubTime":"2021-07-21 17:42","market":"fut","language":"zh","title":"What's next for oil prices after a new OPEC + deal?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153582617","media":"格隆汇","summary":"欧佩克+在最近的与协议中决定将逐步提高欧佩克的月度产量。这个协议不容易达成，需要各方面的谈判和妥协。据报道，此前沙特与阿联酋之间的分歧在于阿联酋方面希望提高产量上限，但零对冲分析师David Mess","content":"<p>OPEC + decided in its recent agreement that it would gradually increase OPEC's monthly production. This agreement is not easy to reach and requires negotiation and compromise from all sides. According to reports, the previous difference between Saudi Arabia and the United Arab Emirates was that the United Arab Emirates wanted to increase the production cap.<b>But Zero Hedge analyst David Messler pointed out that in fact, this is not the only factor that has led to the UAE's new demands in OPEC.</b></p><p><h3>Saudi Arabia and UAE differences</h3>For a long time, there have been differences between Saudi Arabia and the United Arab Emirates on the \"peak oil theory\".</p><p>Because,<b>Saudi Arabia has been vigorously promoting the Vision 2030 plan, which includes a series of large-scale projects aimed at significantly reducing the kingdom's revenue dependence on oil exports and diversifying its revenue by 2030.</b>But the plan was not implemented as successfully as originally hoped. In fact, most of the actual increase in revenue came from new taxes, not new external investments. Revenue forecasts from non-oil sources are less than half of what was planned.</p><p>Some of these problems may be related to certain missteps by the Saudi crown prince. Saudi journalist killed, Aramco privatization failed to attract much external interest, a $200 billion<a href=\"https://laohu8.com/S/000591\">Solar energy</a>The failure of power farms to gain enough support to break away from plans, as well as attempts to start nuclear power projects, have combined to contribute to the weakening of investment incentives.</p><p>To make matters worse, the Saudi economy shrank by 3% due to the impact of the epidemic. Saudi Arabia has struggled to balance its books amid many problems such as weak growth within the economy due to high taxes and subsidy cuts.</p><p>This gives rise to a vicious circle, and with external cash inflows insufficient to meet their economic needs, the Saudis have renewed their commitment to depending on oil for longer in the future, and they now see oil production again as the backbone of the economy for decades to come. An energy consultant in Dubai said:</p><p>\"In the past five years, Saudi Arabia has made little progress in reducing its dependence on oil export revenues. So it may take more than 30 years to get rid of its dependence on oil.\" They believe that the transition to renewable energy has a decades-long span, with demand for oil and related derivatives remaining relatively high during the transition. Therefore, for Saudi Arabia, an oil price of US $70 or close to US $70 will greatly support economic development.</p><p><b>In contrast, the UAE has achieved greater success in many aspects.</b></p><p>First, the UAE's partial privatization of ADNOC properties and the sale of shares in ADNOC subsidiaries attracted US $25 billion in foreign capital into the country and avoided the trauma caused by the IPO process. Secondly, the UAE is building a power plant of more than 400 megawatts to generate electricity; In the field of nuclear power, the United Arab Emirates also opened a nuclear power plant this year, surpassing Saudi Arabia in scale. The UAE has successfully introduced a new futures contract for its benchmark crude oil production, called murban. This is to promote crude oil trading and optimize the price system under the OPEC production restriction agreement. In the future, the UAE also hopes to go further in the oil industry chain by expanding the $45 billion Ruwais industrial complex. In this plan, the country's refining capacity will be doubled and a huge petrochemical complex will be built. Its pipeline construction has also received support from many major European oil companies, with an investment plan of US $122 billion. A variety of factors have injected life into the UAE's oil industry, allowing it to significantly increase production in the short term.<b>Therefore, their view is that the time span of the energy transition will be shorter, which may lead to the \"stranding\" of a large amount of crude oil reserves, so they have to increase production and accelerate reserve consumption regardless of the impact of prices.</b></p><p>In addition, judging from the history of the Middle East, the UAE tends to do whatever it takes to preserve its competitive advantage in the region.</p><p>Tensions between the UAE and Israel have eased in recent years amid U.S.-brokered peace deals, but have also deepened mistrust between the two countries. In addition, due to the Palestinian issue, Saudi Arabia and the United Arab Emirates still have serious differences on the Israel issue.</p><p>With the recurrence of regional wars, it is clear that the UAE must work to break the aura brought by OPEC + to protect its interests.<b>This divergence of views has led to the UAE's deliberate move out of the Saudi shadow in the discussion around output, which has led to the stalemate.</b></p><p><h3>What is the impact of the new OPEC + deal on oil supplies?</h3>Judging from the announcement of last Sunday's meeting, most of the UAE's goals for increasing production have been achieved. On the other hand, other countries, including Saudi Arabia, Russia, Kuwait and Iraq, have also seen their benchmark quotas increase, which this time seems to be a win-win situation.</p><p>With the extension of the production reduction agreement until December 2022, Saudi Arabia is also worried about the excessive supply of oil in the market, causing prices to fall, not to mention the factors of Iran and the United States have not been taken into account-<b>Once sanctions are lifted, Iran may restore at least about 1.5 million barrels per day of crude oil; Agencies including EIA predict that the United States will significantly increase shale oil production in 2022.</b></p><p><img src=\"https://static.tigerbbs.com/52a41b3a52c12e33d4e4f581bc278dd0\" tg-width=\"750\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>However, David believes global markets can easily absorb this crude as the economy continues to recover from the pandemic.</p><p>The service and supply industries have undergone earth-shaking changes in the past three years, but there are not many drilling rigs and pumps that can be deployed in the United States. Most shale oil companies would rather adjust their asset structure and improve Dividend dividends to maintain investor confidence. Will not increase crude oil production.</p><p><img src=\"https://static.tigerbbs.com/488fa52b1f36dc6213cf10b297de72bb\" tg-width=\"750\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data from: EIA/PrimaryVision</p><p>In this regard, David said:</p><p>\"The next variable will be the rapid spread of the Delta variant virus. In my opinion, although it is more contagious than the original strain, with the help of vaccines, the infection rate is more controllable than the previous wave of epidemics. It is reported that vaccines are in The effectiveness of preventing infection is close to 97%. Therefore, this epidemic will not cause widespread panic.</p><p>Considering all of these factors-the OPEC + agreement, production rates, and North American shale activity levels, the result is that oil price trends will be higher despite volatility caused by market-driven sentiment changes. With the announcement of vaccine effectiveness, the economic recovery that began last year will continue, and investors should view the sell-off of the past few weeks as a buying opportunity. \"</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What's next for oil prices after a new OPEC + deal?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's next for oil prices after a new OPEC + deal?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-07-21 17:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>OPEC + decided in its recent agreement that it would gradually increase OPEC's monthly production. This agreement is not easy to reach and requires negotiation and compromise from all sides. According to reports, the previous difference between Saudi Arabia and the United Arab Emirates was that the United Arab Emirates wanted to increase the production cap.<b>But Zero Hedge analyst David Messler pointed out that in fact, this is not the only factor that has led to the UAE's new demands in OPEC.</b></p><p><h3>Saudi Arabia and UAE differences</h3>For a long time, there have been differences between Saudi Arabia and the United Arab Emirates on the \"peak oil theory\".</p><p>Because,<b>Saudi Arabia has been vigorously promoting the Vision 2030 plan, which includes a series of large-scale projects aimed at significantly reducing the kingdom's revenue dependence on oil exports and diversifying its revenue by 2030.</b>But the plan was not implemented as successfully as originally hoped. In fact, most of the actual increase in revenue came from new taxes, not new external investments. Revenue forecasts from non-oil sources are less than half of what was planned.</p><p>Some of these problems may be related to certain missteps by the Saudi crown prince. Saudi journalist killed, Aramco privatization failed to attract much external interest, a $200 billion<a href=\"https://laohu8.com/S/000591\">Solar energy</a>The failure of power farms to gain enough support to break away from plans, as well as attempts to start nuclear power projects, have combined to contribute to the weakening of investment incentives.</p><p>To make matters worse, the Saudi economy shrank by 3% due to the impact of the epidemic. Saudi Arabia has struggled to balance its books amid many problems such as weak growth within the economy due to high taxes and subsidy cuts.</p><p>This gives rise to a vicious circle, and with external cash inflows insufficient to meet their economic needs, the Saudis have renewed their commitment to depending on oil for longer in the future, and they now see oil production again as the backbone of the economy for decades to come. An energy consultant in Dubai said:</p><p>\"In the past five years, Saudi Arabia has made little progress in reducing its dependence on oil export revenues. So it may take more than 30 years to get rid of its dependence on oil.\" They believe that the transition to renewable energy has a decades-long span, with demand for oil and related derivatives remaining relatively high during the transition. Therefore, for Saudi Arabia, an oil price of US $70 or close to US $70 will greatly support economic development.</p><p><b>In contrast, the UAE has achieved greater success in many aspects.</b></p><p>First, the UAE's partial privatization of ADNOC properties and the sale of shares in ADNOC subsidiaries attracted US $25 billion in foreign capital into the country and avoided the trauma caused by the IPO process. Secondly, the UAE is building a power plant of more than 400 megawatts to generate electricity; In the field of nuclear power, the United Arab Emirates also opened a nuclear power plant this year, surpassing Saudi Arabia in scale. The UAE has successfully introduced a new futures contract for its benchmark crude oil production, called murban. This is to promote crude oil trading and optimize the price system under the OPEC production restriction agreement. In the future, the UAE also hopes to go further in the oil industry chain by expanding the $45 billion Ruwais industrial complex. In this plan, the country's refining capacity will be doubled and a huge petrochemical complex will be built. Its pipeline construction has also received support from many major European oil companies, with an investment plan of US $122 billion. A variety of factors have injected life into the UAE's oil industry, allowing it to significantly increase production in the short term.<b>Therefore, their view is that the time span of the energy transition will be shorter, which may lead to the \"stranding\" of a large amount of crude oil reserves, so they have to increase production and accelerate reserve consumption regardless of the impact of prices.</b></p><p>In addition, judging from the history of the Middle East, the UAE tends to do whatever it takes to preserve its competitive advantage in the region.</p><p>Tensions between the UAE and Israel have eased in recent years amid U.S.-brokered peace deals, but have also deepened mistrust between the two countries. In addition, due to the Palestinian issue, Saudi Arabia and the United Arab Emirates still have serious differences on the Israel issue.</p><p>With the recurrence of regional wars, it is clear that the UAE must work to break the aura brought by OPEC + to protect its interests.<b>This divergence of views has led to the UAE's deliberate move out of the Saudi shadow in the discussion around output, which has led to the stalemate.</b></p><p><h3>What is the impact of the new OPEC + deal on oil supplies?</h3>Judging from the announcement of last Sunday's meeting, most of the UAE's goals for increasing production have been achieved. On the other hand, other countries, including Saudi Arabia, Russia, Kuwait and Iraq, have also seen their benchmark quotas increase, which this time seems to be a win-win situation.</p><p>With the extension of the production reduction agreement until December 2022, Saudi Arabia is also worried about the excessive supply of oil in the market, causing prices to fall, not to mention the factors of Iran and the United States have not been taken into account-<b>Once sanctions are lifted, Iran may restore at least about 1.5 million barrels per day of crude oil; Agencies including EIA predict that the United States will significantly increase shale oil production in 2022.</b></p><p><img src=\"https://static.tigerbbs.com/52a41b3a52c12e33d4e4f581bc278dd0\" tg-width=\"750\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>However, David believes global markets can easily absorb this crude as the economy continues to recover from the pandemic.</p><p>The service and supply industries have undergone earth-shaking changes in the past three years, but there are not many drilling rigs and pumps that can be deployed in the United States. Most shale oil companies would rather adjust their asset structure and improve Dividend dividends to maintain investor confidence. Will not increase crude oil production.</p><p><img src=\"https://static.tigerbbs.com/488fa52b1f36dc6213cf10b297de72bb\" tg-width=\"750\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data from: EIA/PrimaryVision</p><p>In this regard, David said:</p><p>\"The next variable will be the rapid spread of the Delta variant virus. In my opinion, although it is more contagious than the original strain, with the help of vaccines, the infection rate is more controllable than the previous wave of epidemics. It is reported that vaccines are in The effectiveness of preventing infection is close to 97%. Therefore, this epidemic will not cause widespread panic.</p><p>Considering all of these factors-the OPEC + agreement, production rates, and North American shale activity levels, the result is that oil price trends will be higher despite volatility caused by market-driven sentiment changes. With the announcement of vaccine effectiveness, the economic recovery that began last year will continue, and investors should view the sell-off of the past few weeks as a buying opportunity. \"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.gelonghui.com/p/476817\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de019d346ae215b032b548e12d784857","relate_stocks":{"DUG":"二倍做空石油与天然气ETF(ProShares)","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN","DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF"},"source_url":"http://www.gelonghui.com/p/476817","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2153582617","content_text":"欧佩克+在最近的与协议中决定将逐步提高欧佩克的月度产量。这个协议不容易达成，需要各方面的谈判和妥协。据报道，此前沙特与阿联酋之间的分歧在于阿联酋方面希望提高产量上限，但零对冲分析师David Messler指出，事实上，这并不是导致阿联酋在欧佩克中有新诉求的唯一因素。\n沙特和阿联酋的分歧\n一直以来，沙特阿拉伯和阿联酋之间对“石油峰值论”存在分歧。\n因为，沙特一直在大力推进2030年愿景计划，这项计划包括一系列大型项目，旨在到2030年大幅减少王国对石油出口的收入依赖，实现收入多元化。但计划实施得并不像最初希望的那样成功，事实上，实际增加的收入大部分来自新税收，而不是新的外部投资。非石油来源的收入预测不到计划的一半。\n其中一些问题可能与沙特王储的某些失误有关。沙特记者被杀、沙特阿美私有化未能吸引太多外部利益、一个价值2000亿美元的太阳能发电场未能获得足够的支持以脱离计划，以及试图启动核电项目，这些因素共同导致了投资动力的衰弱。\n雪上加霜的是，沙特经济因疫情的影响萎缩了3%。高税收和补贴削减导致经济内部增长疲软等诸多问题，沙特一直在努力平衡其账目。\n这就产生了恶性循环，由于外部现金流入不足以满足其经济需求，沙特重新承诺在未来更长时间地依赖石油，他们现在将石油生产重新视为未来几十年经济的支柱。迪拜一位能源顾问表示：\n\n “过去五年，沙特阿拉伯在减轻对石油出口收入的依赖方面进展甚微。因此摆脱对石油的依赖可能需要30多年的时间。”\n\n他们认为向可再生能源的过渡有一个长达数十年的跨度，石油和相关衍生品在过渡期间的需求仍保持相对较高的水平。所以，对于沙特来说，70美元或接近70美元的油价将极大地支撑经济发展。\n而相比之下，阿联酋在多个方面取得了更大的成功。\n\n 首先，阿联酋对ADNOC财产的进行部分私有化，出售ADNOC子公司的股份，吸引了250亿美元的外国资本进入该国，避免了IPO过程带来的创伤。\n\n\n 其次，阿联酋正在修建一座400多兆瓦的发电厂发电；而在核电领域，阿联酋今年也开启了一个核发电厂，规模超过了沙特。阿联酋成功地为其基准原油生产引入了新的期货合约，称为穆尔班。这是为了在欧佩克限产协议之下促进原油交易和优化价格体系。\n\n\n 未来，阿联酋还希望通过扩建450亿美元的Ruwais工业综合体，在石油工业链中走得更远。在这项计划中，该国的炼油能力将翻一番，并将建设一个巨大的石化综合体。其管道建设也获得了多个欧洲大油企的支持，投资计划规模达到1220亿美元。\n\n种种因素为阿联酋的石油行业注入了活力，使其能够在短期内大幅增加产量。所以他们的看法是，能源转型时间跨度会较短，这可能会导致大量原油储备“搁浅”，因此他们要不顾价格影响而提高产量，加快储备消耗。\n另外，从中东历史来看，阿联酋倾向于不惜一切代价以保存自己在该地区的竞争优势。\n近年来，在美国斡旋的和平协议中，阿联酋和以色列之间的紧张局势得到缓解，但也加深了这两个国家之间的不信任。另外，由于巴勒斯坦问题，沙特在以色列问题上和阿联酋仍然存在严重分歧。\n随着区域战争的反复出现，很明显阿联酋必须努力打破欧佩克+带来的光环来保护其利益。这种观点分歧导致阿联酋在围绕产量的讨论中有意摆脱沙特的阴影，这就导致了僵局。\n欧佩克+新达成的协议对石油供应有何影响？\n从上周日会议的公告来看，阿联酋关于增产的大部分目的已达成。另一方面，包括沙特阿拉伯、俄罗斯、科威特和伊拉克在内的其他国家的基准配额也有所提高，这一次似乎是共赢。\n随着减产协议延长至2022年12月，沙特也因担心市面上石油供应过多导致价格下跌，更何况还没考虑到伊朗和美国的因素——一旦解除制裁，伊朗可能至少会恢复约150万桶/日的原油；而包括EIA在内的机构预计，美国2022年将大幅增产页岩油。\n\n然而，David认为，随着经济从疫情中继续复苏，全球市场可以轻松吸收这些原油。\n服务和供应行业在过去三年发生了翻天覆地的变化，但美国可部署的钻机和泵并不多，大多数页岩油企业宁愿调整资产结构，以及改善股息分红来维持投资者信心的意图，也不会增产原油。\n\n数据来自：EIA/PrimaryVision\n对此，David表示：\n“下一个变量将是Delta变异病毒的快速传播。在我看来，虽然它比原始毒株更具传染性，但在疫苗帮助之下，感染率比上一波疫情更可控，据悉疫苗在预防感染方面的有效性接近97%。因此这次疫情不会引起广泛的恐慌。\n考虑到所有这些因素——欧佩克+协议、生产率和北美页岩活动水平，得出的结果是，尽管市场驱动的情绪变化导致波动，但石油价格趋势将会更高。随着疫苗有效性的宣布，去年开始的经济复苏将继续下去，投资者应该将过去几周的抛售视为买入机会。”","news_type":1,"symbols_score_info":{"CLmain":0.9,"QMmain":0.9,"SCO":0.9,"UCO":0.9,"DUG":0.9,"DWT":0.9,"DWTIF":0.9,"DDG":0.9,"USO":0.9,"UWTIF":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171881187,"gmtCreate":1626736595949,"gmtModify":1703764052320,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171881187","repostId":"2152652777","repostType":4,"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140897036,"gmtCreate":1625644745225,"gmtModify":1703745522358,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577013325481265","idStr":"3577013325481265"},"themes":[],"htmlText":"up?up","listText":"up?up","text":"up?up","images":[{"img":"https://static.tigerbbs.com/7b9a7d92a68e6c072291c86b17216970","width":"1080","height":"2391"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140897036","isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}