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2022-11-06

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2022-10-30

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2022-10-25

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U.S. new energy vehicle stocks generally rose, Tesla rose more than 5%, Li Auto rose 11%

2022-10-08

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2022-02-23

Hello

How big is the impact of Biden's sanctions on Russian sovereign bonds?

2023-03-05

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Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars

2023-03-04

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2023-03-02

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AI, which is frequently cued, is the well-deserved protagonist of the US stock earnings season

2023-02-25

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2023-02-10

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Regulatory crackdown on Bitcoin pledges, Coinbase plunges 14%, biggest drop in six months

Go to Tiger App to see more news

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U.S. stocks have risen back, and the dollar has also fallen back","url":"https://stock-news.laohu8.com/highlight/detail?id=1156309203","media":"华尔街见闻","summary":"“四十年来最激进加息周期”如同没有发生！","content":"<p><html><head></head><body>Looking back at the node when the Federal Reserve suspended rate hike in June, we can find such a magical scene: the performance of the U.S. stock market and the U.S. dollar has hardly changed compared to the beginning of the rate hike cycle in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index travels back in time and space 15 months ago</h2><p style=\"text-align: justify;\">As of the close of U.S. stocks on Friday, the S&P 500 index had gained five consecutive weeks of positive results, reporting 4,409 points. When the Federal Reserve started this rate hike cycle 15 months ago, the S&P closed at 4,358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the tightening of liquidity by the Federal Reserve's rate hike, although not a direct factor leading to a bear market, will also lead to an adjustment in the broader market.</strong>In 2022, the sharp correction of U.S. stocks, especially technology stocks, can confirm this point. After the rate hike in the spring, U.S. stocks sold off and fell into a bear market due to high inflation and rising borrowing costs, and recession predictions spread across the market.</p><p><p style=\"text-align: justify;\">However, in the first half of this year, U.S. stocks rebounded sharply, driven by strong corporate earnings. Before entering the earnings season at the beginning of the year, Wall Street analysts had already slashed their expectations. As a result, strong results offset the pessimism after companies announced their earnings reports one after another.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S.-listed companies' first-quarter financial reports exceeded expectations, and the proportion hit a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the craze set off by ChatGPT, large technology stocks such as the seven sisters of the US stock market (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving the index up. In the first half of this year, the Nasdaq and S&P 500 rebounded and entered a technical bull market one after another.</p><p><p style=\"text-align: justify;\">At present,<strong>Although Federal Reserve Chairman Powell still insisted on being hawkish after the June interest rate meeting, the future path of monetary policy is highly certain. The market generally expects that the rate hike is nearing the end, and the Fed's tightening stance can no longer restrain the upward momentum of the market.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>In the next 6-12 months, the importance of the Federal Reserve will be less and other global drivers and fundamentals will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, the impact of macro factors on stocks has fallen from 83% to 71% since March, the largest three-month decline since 2009, according to Citigroup's model.</p><p><h2 style=\"text-align: start;\">The US Dollar Index fell back simultaneously</h2><p style=\"text-align: justify;\">Meanwhile, the strength of the dollar has also waned, with the US Dollar Index currently trading near April 2022 levels, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The US Dollar Index, which measures the fluctuation of the exchange rate of the US dollar against six major currencies, is sensitive to interest rate policy, which is usually positively correlated with the interest rate level, that is, rate hike pushes the US Dollar Index up, and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in this rate hike cycle, which has lasted for 15 months and has accumulated 500 basis points. The Federal Reserve began its rate hike in March 22, followed by four consecutive aggressive rate hike of 75 basis points between June and September. The US Dollar Index rose from about 102 in early June to about 114 at the end of September, a cumulative increase of more than 11%. During this period, other currencies were under tremendous depreciation pressure. It was not until the recent debt ceiling crisis was resolved and the Fed's signal of suspending rate hike was clear that the US Dollar Index finally fell back.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more 25 basis point or one 50 basis point rate hike by the end of this year. But the widely expected recession has not yet occurred, the U.S. economy appears to have withstood the brunt of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, strategists at Bank of America raised their outlook for the U.S. stock market and became increasingly optimistic about the economic outlook. They predicted that if there was a recession, it would be relatively mild.</strong></p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rate hike \"invalid\"? U.S. stocks have risen back, and the dollar has also fallen back</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRate hike \"invalid\"? U.S. stocks have risen back, and the dollar has also fallen back\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-06-18 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Looking back at the node when the Federal Reserve suspended rate hike in June, we can find such a magical scene: the performance of the U.S. stock market and the U.S. dollar has hardly changed compared to the beginning of the rate hike cycle in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index travels back in time and space 15 months ago</h2><p style=\"text-align: justify;\">As of the close of U.S. stocks on Friday, the S&P 500 index had gained five consecutive weeks of positive results, reporting 4,409 points. When the Federal Reserve started this rate hike cycle 15 months ago, the S&P closed at 4,358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the tightening of liquidity by the Federal Reserve's rate hike, although not a direct factor leading to a bear market, will also lead to an adjustment in the broader market.</strong>In 2022, the sharp correction of U.S. stocks, especially technology stocks, can confirm this point. After the rate hike in the spring, U.S. stocks sold off and fell into a bear market due to high inflation and rising borrowing costs, and recession predictions spread across the market.</p><p><p style=\"text-align: justify;\">However, in the first half of this year, U.S. stocks rebounded sharply, driven by strong corporate earnings. Before entering the earnings season at the beginning of the year, Wall Street analysts had already slashed their expectations. As a result, strong results offset the pessimism after companies announced their earnings reports one after another.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S.-listed companies' first-quarter financial reports exceeded expectations, and the proportion hit a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the craze set off by ChatGPT, large technology stocks such as the seven sisters of the US stock market (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving the index up. In the first half of this year, the Nasdaq and S&P 500 rebounded and entered a technical bull market one after another.</p><p><p style=\"text-align: justify;\">At present,<strong>Although Federal Reserve Chairman Powell still insisted on being hawkish after the June interest rate meeting, the future path of monetary policy is highly certain. The market generally expects that the rate hike is nearing the end, and the Fed's tightening stance can no longer restrain the upward momentum of the market.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>In the next 6-12 months, the importance of the Federal Reserve will be less and other global drivers and fundamentals will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, the impact of macro factors on stocks has fallen from 83% to 71% since March, the largest three-month decline since 2009, according to Citigroup's model.</p><p><h2 style=\"text-align: start;\">The US Dollar Index fell back simultaneously</h2><p style=\"text-align: justify;\">Meanwhile, the strength of the dollar has also waned, with the US Dollar Index currently trading near April 2022 levels, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The US Dollar Index, which measures the fluctuation of the exchange rate of the US dollar against six major currencies, is sensitive to interest rate policy, which is usually positively correlated with the interest rate level, that is, rate hike pushes the US Dollar Index up, and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in this rate hike cycle, which has lasted for 15 months and has accumulated 500 basis points. The Federal Reserve began its rate hike in March 22, followed by four consecutive aggressive rate hike of 75 basis points between June and September. The US Dollar Index rose from about 102 in early June to about 114 at the end of September, a cumulative increase of more than 11%. During this period, other currencies were under tremendous depreciation pressure. It was not until the recent debt ceiling crisis was resolved and the Fed's signal of suspending rate hike was clear that the US Dollar Index finally fell back.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more 25 basis point or one 50 basis point rate hike by the end of this year. But the widely expected recession has not yet occurred, the U.S. economy appears to have withstood the brunt of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, strategists at Bank of America raised their outlook for the U.S. stock market and became increasingly optimistic about the economic outlook. They predicted that if there was a recession, it would be relatively mild.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3691390\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3691390","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156309203","content_text":"站在六月美联储暂停加息的节点回看，可以发现这样一幕神奇的景象：美股大盘和美元的表现，相比22年初加息周期开始时几乎没有变化。大盘指数时空穿越 回到15个月前截至周五美股收盘，标普500指数收获五周连阳，报4409点。当15个月前，美联储开启本轮加息周期时，标普大盘收于4358点。现在的标普500指数，比2022年3月16日第一次加息时还要高。通常来说，美联储加息收紧流动性，尽管不是导致熊市的直接因素，但也会导致大盘的调整。2022年，美国股市尤其是科技股的大幅调整可以印证这一点。在春天的加息之后，由于高通膨和借贷成本攀升，美国股票遭到抛售而落入熊市，经济衰退预测更是在市场中扩散。但是，今年上半年，在强劲的企业盈利推动下，美股大幅反弹。在年初进入财报季之前，华尔街分析师原本已经大幅下调预期，结果，在企业陆续公布财报后，强劲业绩抵消了悲观情绪。FactSet的数据显示，截至5月底，近80%美股上市公司第一季度财报超出预期，比例创下2年来新高。此外，在ChatGPT掀起的热潮推动下，美股七姐妹（苹果、微软、英伟达、亚马逊、Meta、特斯拉和谷歌）等大型科技股持续走高，拉动指数上升。今年上半年，纳指和标普500指数出现反弹，相继进入技术性牛市。目前来看，尽管在六月议息会议后美联储主席鲍威尔依然坚持放鹰，但货币政策的未来路径已有很高确定性，市场普遍预计加息已经临近终点，联储的紧缩立场已经无法再抑制市场的上行动力。彭博社援引专家说法称，未来6-12个月，美联储的重要性会降低，其他全球驱动因素和基本面因素将发挥更大的作用。此外，根据花旗集团的模型，自3月以来，宏观因素对股市的影响已从83%降至71%，这是2009年以来最大的三个月降幅。美元指数同步回落与此同时，美元的强势也有所减弱，美元指数目前在2022年4月的水平附近交易，较其历史高点下降了近10%。衡量美元对六种主要货币汇率波动的美元指数对利率政策较为敏感，通常与利率水平呈正相关关系，即加息推动美元指数上涨，反之则下跌。在本轮已持续15个月、累计500基点的加息周期中，可以观察到这一点。美联储自22年3月开始加息，随后在6月至9月期间，连续四次激进加息75个基点。美元指数从6月初的约102涨至9月末的约114，累计涨幅超过11%。期间其他货币承受了巨大的贬值压力。直到近期债务上限危机解决、美联储暂停加息信号明确，美元指数才终于回落。目前，市场预计，到今年年底前还会有两次25个基点或一次50个基点的加息。但此前普遍预计的衰退尚还没有发生，美国经济似乎已经承受了加息的冲击，劳动力市场富有弹性，企业资产负债表大多健康。美银的策略师在最新报告中提升了他们对美股市场的展望，并对经济前景越来越乐观，他们预测，如果出现经济衰退，也会相对温和。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979022477,"gmtCreate":1685289251899,"gmtModify":1685289256446,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979022477","repostId":"1169636070","repostType":2,"repost":{"id":"1169636070","kind":"news","pubTimestamp":1685276505,"share":"https://ttm.financial/m/news/1169636070?lang=en_US&edition=fundamental","pubTime":"2023-05-28 20:21","market":"us","language":"zh","title":"U.S. debt default crisis: preliminary agreement reached, but alarm is far from lifted","url":"https://stock-news.laohu8.com/highlight/detail?id=1169636070","media":"华尔街见闻","summary":"闯关国会，又是一场“恶仗”。经过数周的激烈谈判，美国两党终于在周六晚间就解决美国债务上限问题达成“原则性协议”。不过，这份协议还需得到美国国会的快速通过，才能真正解除本次美债违约的“警报”。而这，又将","content":"<p><html><head></head><body><strong>Breaking through Congress is another \"evil battle\".</strong><p style=\"text-align: justify;\">After weeks of intense negotiations, the two parties in the United States finally reached an \"agreement in principle\" on resolving the U.S. debt ceiling issue on Saturday night. However, this agreement still needs to be quickly passed by the U.S. Congress before it can truly lift the \"alarm\" of this U.S. debt default. And this will be another \"evil battle\".</p><p><p style=\"text-align: justify;\">After the initial agreement was reached, Biden said it represented a \"compromise\" for him, while Republican House Speaker McCarthy said the agreement \"made historic cuts in spending.\"</p><p><p style=\"text-align: justify;\">Looking back at this round of the U.S. debt ceiling game, it is not difficult to find that the contradiction between the two sides is that Republicans hope to reach an agreement to significantly reduce government spending while adjusting the debt ceiling; Democrats, on the other hand, insist on adjusting the debt ceiling relatively independently and are unwilling to make too many concessions in spending cuts.</p><p><p style=\"text-align: justify;\">Many analysts believe that the product of this compromise may not satisfy the more radical members of the Republican Party, nor satisfy the left wing of the Democratic Party:</p><p>\"The cuts in the package are almost certainly both too modest to win a vote from hard-line conservatives and too harsh to win a vote from radicals in the House.\"<p style=\"text-align: justify;\">Therefore, many media commented that the prospect of the agreement in both the Senate and the House of Representatives may be \"bumpy\". CCTV News quoted the Washington Post as saying that it is a \"difficult task\" to pass the agreement in the current \"troubled and divided\" Congress in a short time.</p><p><p style=\"text-align: justify;\">According to the timetable given by McCarthy, the House of Representatives will vote next Wednesday (May 31), and then send it to the Senate for meeting. The U.S. Treasury Department said on Friday that if the U.S. Congress fails to pass the agreement in time, the government will default on its debt on June 5th.</p><p><p style=\"text-align: justify;\">Therefore, the U.S. Congress must successfully vote to pass relevant bills before the \"X Date\" in order to avoid debt default in the United States. If there is a \"slight difference\" in the votes of the two houses next week, the potential risk of \"technical default\" of U.S. debt will be far from disappearing.</p><p><h2>\"Bipartisan cooperation\" is a must, and \"getting rid of the thorns\" is the key</h2><p style=\"text-align: justify;\">After the mid-term elections in 2022, the Democratic Party and the Republican Party control the U.S. Senate and House of Representatives respectively. Therefore, the two parties must reach \"cooperation\" before the relevant bills can be passed in both houses.</p><p><p style=\"text-align: justify;\">However, as mentioned earlier, the contradiction between the two sides is that it may be difficult for radical members of both parties to reach concessions on the bill, and senators from each party may find different reasons to oppose the bill-some far-right Republicans may think that the spending cuts are insufficient, while some left-wing politicians of the Democratic Party may feel that they have made too many concessions to Republicans.</p><p><p style=\"text-align: justify;\">Therefore, on the basis of the \"bipartisan cooperation\" reached by Biden and McCarthy, whether these \"thorny\" lawmakers can be dealt with is the key to solving the problem.</p><p><p style=\"text-align: justify;\">According to Politico's previous report, White House officials have informally counted that in the event of losing a portion of the Republican vote,<strong>McCarthy may need as many as 100 Democratic votes to secure a 218 majority for the final debt ceiling agreement-ensuring that the agreement can pass the House of Representatives.</strong></p><p><p style=\"text-align: justify;\">It is worth mentioning that if the bill is seriously blocked in the House of Representatives, Democrats can also adopt an emergency strategy that is rarely used-\"lifting the petition\" to make a \"clean\" adjustment, and there should be no strings attached to the debt ceiling. vote. However, this parliamentary strategy is even more hopeless-although Democrats support this approach, they need to persuade enough Republican majorities to join, otherwise they will not succeed.</p><p><p style=\"text-align: justify;\">Furthermore, Biden could try to invoke the untested legal theory of the 14th Amendment to the U.S. Constitution, which states that \"the validity of the U.S. public debt … must not be challenged,\" thereby clearing the way for him to authorize more borrowing. This could be immediately challenged in court, though.</p><p><p style=\"text-align: justify;\">If passed in the House, the bill would go to the Senate.<strong>In the Senate, this bill needs the support of at least nine Republicans to get 60 out of 100 votes to continue to push the legislation.</strong></p><p><p style=\"text-align: justify;\">In the Democratic-controlled Senate, Majority Leader Chuck Schumer has full control over when the bill will be voted on, media analysis said. However, individual senators can delay the process by insisting on procedural operations, including a 30-hour debate on whether to start debate first, and another 30-hour debate on the bill itself.</p><p><p style=\"text-align: justify;\">The Senate needs to pass the bill without changing the House bill. Otherwise, it will have to be beaten back to the House to start a new round of voting again.</p><p><p style=\"text-align: justify;\">It is worth mentioning that if there is a 50-50 tie in the Senate, Vice President Kamala Harris can vote to pass 51-50.</p><p><p style=\"text-align: justify;\">Only after both House and Senate pass the agreement can it be submitted to the White House and signed into law by Biden. Only by quickly completing this legislation can the \"alarm\" of U.S. debt default be successfully lifted.</p><p><h2>Timeline of this round of \"U.S. debt ceiling game\"</h2><p style=\"text-align: justify;\">On January 13, 2023, U.S. Treasury Secretary Yellen sent a letter to Congress stating that the United States will hit the statutory debt ceiling of $31.4 trillion on January 19, and the Treasury Department will begin to take some \"extraordinary measures\", cash and \"extraordinary measures\" \"may support until early June.</p><p><p style=\"text-align: justify;\">It is worth mentioning that it is not uncommon for U.S. debt to hit the upper limit, but this time the market panic is relatively rare. The reason may be related to the current extremely tight monetary policy in the United States, regional banking crisis and recession expectations. The frequent reminders of U.S. Treasury Secretary Yellen further ignited this panic.</p><p><p style=\"text-align: justify;\">On January 13, Yellen sent a letter to Congress that \"extraordinary measures\" would be taken on January 19; On April 25, U.S. Treasury Secretary Yellen delivered a speech warning that if the U.S. debt ceiling is not resolved, there will be serious consequences; On May 1 and May 15, Yellen sent letters to Congress formally warning that the default date was earlier than expected; On May 27, Yellen warned that if the U.S. Congress failed to pass the agreement in time, the government would default on its debt on June 5.</p><p><p style=\"text-align: justify;\">On the evening of May 27, U.S. President Biden and Congressional Republican Leader McCarthy reached a principled agreement on raising the federal government's debt ceiling of US $31.4 trillion. The media reported, citing people familiar with the matter,<strong>Negotiators from both sides agreed to raise the U.S. federal debt ceiling for two years, while cutting and limiting some government spending for two years, and keeping non-defense spending nearly flat for two years</strong>, the agreement did not mention the budget ceiling after 2025, and announced that the specific bill would be submitted to the House of Representatives for a vote on May 31.</p><p><p style=\"text-align: justify;\">According to estimates of the Council of Economic Advisers, an agency of the White House, if the U.S. debt defaults, the U.S. stock market will plummet by 45%. According to Moody's estimates, if the U.S. debt defaults, the U.S. unemployment rate will soar by 5 percentage points, which means that about 8 million Americans are unemployed. At the same time, governments restricted by the debt ceiling will not be able to cope with the economic downturn through fiscal stimulus, leading to a deeper recession.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. debt default crisis: preliminary agreement reached, but alarm is far from lifted</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. debt default crisis: preliminary agreement reached, but alarm is far from lifted\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-28 20:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Breaking through Congress is another \"evil battle\".</strong><p style=\"text-align: justify;\">After weeks of intense negotiations, the two parties in the United States finally reached an \"agreement in principle\" on resolving the U.S. debt ceiling issue on Saturday night. However, this agreement still needs to be quickly passed by the U.S. Congress before it can truly lift the \"alarm\" of this U.S. debt default. And this will be another \"evil battle\".</p><p><p style=\"text-align: justify;\">After the initial agreement was reached, Biden said it represented a \"compromise\" for him, while Republican House Speaker McCarthy said the agreement \"made historic cuts in spending.\"</p><p><p style=\"text-align: justify;\">Looking back at this round of the U.S. debt ceiling game, it is not difficult to find that the contradiction between the two sides is that Republicans hope to reach an agreement to significantly reduce government spending while adjusting the debt ceiling; Democrats, on the other hand, insist on adjusting the debt ceiling relatively independently and are unwilling to make too many concessions in spending cuts.</p><p><p style=\"text-align: justify;\">Many analysts believe that the product of this compromise may not satisfy the more radical members of the Republican Party, nor satisfy the left wing of the Democratic Party:</p><p>\"The cuts in the package are almost certainly both too modest to win a vote from hard-line conservatives and too harsh to win a vote from radicals in the House.\"<p style=\"text-align: justify;\">Therefore, many media commented that the prospect of the agreement in both the Senate and the House of Representatives may be \"bumpy\". CCTV News quoted the Washington Post as saying that it is a \"difficult task\" to pass the agreement in the current \"troubled and divided\" Congress in a short time.</p><p><p style=\"text-align: justify;\">According to the timetable given by McCarthy, the House of Representatives will vote next Wednesday (May 31), and then send it to the Senate for meeting. The U.S. Treasury Department said on Friday that if the U.S. Congress fails to pass the agreement in time, the government will default on its debt on June 5th.</p><p><p style=\"text-align: justify;\">Therefore, the U.S. Congress must successfully vote to pass relevant bills before the \"X Date\" in order to avoid debt default in the United States. If there is a \"slight difference\" in the votes of the two houses next week, the potential risk of \"technical default\" of U.S. debt will be far from disappearing.</p><p><h2>\"Bipartisan cooperation\" is a must, and \"getting rid of the thorns\" is the key</h2><p style=\"text-align: justify;\">After the mid-term elections in 2022, the Democratic Party and the Republican Party control the U.S. Senate and House of Representatives respectively. Therefore, the two parties must reach \"cooperation\" before the relevant bills can be passed in both houses.</p><p><p style=\"text-align: justify;\">However, as mentioned earlier, the contradiction between the two sides is that it may be difficult for radical members of both parties to reach concessions on the bill, and senators from each party may find different reasons to oppose the bill-some far-right Republicans may think that the spending cuts are insufficient, while some left-wing politicians of the Democratic Party may feel that they have made too many concessions to Republicans.</p><p><p style=\"text-align: justify;\">Therefore, on the basis of the \"bipartisan cooperation\" reached by Biden and McCarthy, whether these \"thorny\" lawmakers can be dealt with is the key to solving the problem.</p><p><p style=\"text-align: justify;\">According to Politico's previous report, White House officials have informally counted that in the event of losing a portion of the Republican vote,<strong>McCarthy may need as many as 100 Democratic votes to secure a 218 majority for the final debt ceiling agreement-ensuring that the agreement can pass the House of Representatives.</strong></p><p><p style=\"text-align: justify;\">It is worth mentioning that if the bill is seriously blocked in the House of Representatives, Democrats can also adopt an emergency strategy that is rarely used-\"lifting the petition\" to make a \"clean\" adjustment, and there should be no strings attached to the debt ceiling. vote. However, this parliamentary strategy is even more hopeless-although Democrats support this approach, they need to persuade enough Republican majorities to join, otherwise they will not succeed.</p><p><p style=\"text-align: justify;\">Furthermore, Biden could try to invoke the untested legal theory of the 14th Amendment to the U.S. Constitution, which states that \"the validity of the U.S. public debt … must not be challenged,\" thereby clearing the way for him to authorize more borrowing. This could be immediately challenged in court, though.</p><p><p style=\"text-align: justify;\">If passed in the House, the bill would go to the Senate.<strong>In the Senate, this bill needs the support of at least nine Republicans to get 60 out of 100 votes to continue to push the legislation.</strong></p><p><p style=\"text-align: justify;\">In the Democratic-controlled Senate, Majority Leader Chuck Schumer has full control over when the bill will be voted on, media analysis said. However, individual senators can delay the process by insisting on procedural operations, including a 30-hour debate on whether to start debate first, and another 30-hour debate on the bill itself.</p><p><p style=\"text-align: justify;\">The Senate needs to pass the bill without changing the House bill. Otherwise, it will have to be beaten back to the House to start a new round of voting again.</p><p><p style=\"text-align: justify;\">It is worth mentioning that if there is a 50-50 tie in the Senate, Vice President Kamala Harris can vote to pass 51-50.</p><p><p style=\"text-align: justify;\">Only after both House and Senate pass the agreement can it be submitted to the White House and signed into law by Biden. Only by quickly completing this legislation can the \"alarm\" of U.S. debt default be successfully lifted.</p><p><h2>Timeline of this round of \"U.S. debt ceiling game\"</h2><p style=\"text-align: justify;\">On January 13, 2023, U.S. Treasury Secretary Yellen sent a letter to Congress stating that the United States will hit the statutory debt ceiling of $31.4 trillion on January 19, and the Treasury Department will begin to take some \"extraordinary measures\", cash and \"extraordinary measures\" \"may support until early June.</p><p><p style=\"text-align: justify;\">It is worth mentioning that it is not uncommon for U.S. debt to hit the upper limit, but this time the market panic is relatively rare. The reason may be related to the current extremely tight monetary policy in the United States, regional banking crisis and recession expectations. The frequent reminders of U.S. Treasury Secretary Yellen further ignited this panic.</p><p><p style=\"text-align: justify;\">On January 13, Yellen sent a letter to Congress that \"extraordinary measures\" would be taken on January 19; On April 25, U.S. Treasury Secretary Yellen delivered a speech warning that if the U.S. debt ceiling is not resolved, there will be serious consequences; On May 1 and May 15, Yellen sent letters to Congress formally warning that the default date was earlier than expected; On May 27, Yellen warned that if the U.S. Congress failed to pass the agreement in time, the government would default on its debt on June 5.</p><p><p style=\"text-align: justify;\">On the evening of May 27, U.S. President Biden and Congressional Republican Leader McCarthy reached a principled agreement on raising the federal government's debt ceiling of US $31.4 trillion. The media reported, citing people familiar with the matter,<strong>Negotiators from both sides agreed to raise the U.S. federal debt ceiling for two years, while cutting and limiting some government spending for two years, and keeping non-defense spending nearly flat for two years</strong>, the agreement did not mention the budget ceiling after 2025, and announced that the specific bill would be submitted to the House of Representatives for a vote on May 31.</p><p><p style=\"text-align: justify;\">According to estimates of the Council of Economic Advisers, an agency of the White House, if the U.S. debt defaults, the U.S. stock market will plummet by 45%. According to Moody's estimates, if the U.S. debt defaults, the U.S. unemployment rate will soar by 5 percentage points, which means that about 8 million Americans are unemployed. At the same time, governments restricted by the debt ceiling will not be able to cope with the economic downturn through fiscal stimulus, leading to a deeper recession.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3689787\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3689787","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169636070","content_text":"闯关国会，又是一场“恶仗”。经过数周的激烈谈判，美国两党终于在周六晚间就解决美国债务上限问题达成“原则性协议”。不过，这份协议还需得到美国国会的快速通过，才能真正解除本次美债违约的“警报”。而这，又将是一场“恶仗”。在协议初步达成后，拜登表示，对他而言这代表了“妥协”，而共和党籍的众议院议长麦卡锡则表示，协议“在开支方面做了历史性的削减”。回顾本轮美债上限博弈，不难发现双方的矛盾点在于，共和党人希望在调整债务上限的同时，达成大幅削减政府开支的协议；而民主党人则坚持相对独立地调整债务上限，不愿在削减开支方面做出太大让步。不少分析认为，这份妥协的产物恐怕既无法满足共和党内立场更为激进的议员，又无法令民主党左翼感到满意：“几乎可以肯定的是，一揽子计划中的削减措施既过于温和，无法赢得强硬保守派的投票，又过于严厉，无法赢得众议院激进派的投票。”因此，不少媒体评论称，该协议在参众两院的前景可能都将“崎岖不平”。央视新闻援引《华盛顿邮报》评论称，短时间内在当前这个“容易陷入困境且分裂的”国会通过协议是一项“艰难的任务”。按麦卡锡给出的时间表，众议院将在下周三（5月31日）进行投票，随后送往参议院过会。而美国财政部本周五曾表示，如果美国国会不能及时通过协议，政府将会在6月5日出现债务违约。因此，美国国会必须成功在“X Date”前投票通过相关法案，才能避免美国出现债务违约。如果下周两院投票“稍有差池”，美债“技术性违约”的潜在风险就远远谈不上消失。“两党合作”是必须，“搞定刺头”是关键2022年中期选举后，民主党和共和党分别控制着美国会参议院和众议院，因此两党必须达成“合作”，才有可能使相关法案在两院都获得通过。不过，如前所述，双方的矛盾点在于，双方党内激进派议员可能很难就法案达成让步，来自每个党派的参议员可能会找到不同的理由反对该法案——部分极右翼共和党人可能会认为支出削减不够充分，而部分民主党左翼政客可能会觉得他们向共和党人让步太多。因此，在拜登和麦卡锡达成“两党合作”的基础上，能否搞定这些“刺头”议员，是解决问题的关键。据Politico此前报道，白宫官员曾非正式地计算过，在失去共和党一部分选票的情况下，麦卡锡可能需要获得多达100张民主党选票，才能以确保最终的债务上限协议取得218多数票——确保协议能够在众议院获得通过。值得一提的是，如果法案在众议院严重遇阻，民主党人还可以采取一种很少使用的紧急策略——“解除请愿书”，以“清洁”调整，不应该有附加条件的方式对债务上限进行投票。不过，这项议会策略更是希望渺茫——尽管民主党人支持这一做法，但需要说服足够多的共和党多数派加入，否则无法成功。此外，拜登可以尝试援引美国宪法第14修正案的未经检验的法律理论，该修正案规定“美国公共债务的有效性……不得被质疑”，从而为他授权更多借款扫清了道路。不过，这可能会立即在法庭上受到质疑。如果在众议院获得通过，该法案将提交参议院。在参议院，这项法案需要至少9名共和党人的支持，才能取得100票中的60票支持，从而继续推动立法。媒体分析称，在民主党控制的参议院，多数党领袖查克·舒默(Chuck Schumer)对该法案何时进行投票拥有完全控制权。但是，个别参议员可以通过坚持程序性操作来延缓这一进程，包括就是否开始辩论先进行30个小时的辩论，以及就法案本身再进行30个小时的辩论。而参议院需要在不改变众议院议案的情况下通过该法案。否则，它将不得不被打回众议院重新开始新一轮投票。值得一提的是，如果参议院出现50-50的平局，副总统卡玛拉·哈里斯可以投票以51-50通过。只有在参众两院都取得通过后，该协议方能提交白宫，由拜登签署成为法律。而只有快速完成这一立法，本次美债违约的“警报”才能顺利解除。本轮“美债上限博弈”时间线2023年1月13日，美国财政部长耶伦致信国会称，美国将在1月19日触及31.4万亿美元的法定债务上限，财政部将开始采取一些“非常措施”，现金和“非常措施”可能会支持到6月初。值得一提的是，美债触及上限并不罕见，但这次市场恐慌情绪之浓较为罕见。究其原因，可能和当前美国极其紧缩的货币政策、地区银行危机与衰退预期有关。而美财长耶伦的频频提醒，又进一步点燃了这一恐慌。1月13日耶伦致信国会将会在1月19日采取“非常措施”；4月25日，美财长耶伦发表演讲，警告美债上限不解决会产生严重后果；5月1日和5月15日，耶伦致信国会，正式警告违约日期比预期更早；5月27日，耶伦又警告称表示，如果美国国会不能及时通过协议，政府将会在6月5日出现债务违约。5月27日晚，美国总统拜登和国会共和党领袖麦卡锡已就提高联邦政府31.4万亿美元的债务上限达成原则性协议，媒体援引知情人士消息报道，双方谈判代表同意将美国联邦债务上限提高两年，同时将削减和限制两年内部分政府支出，非国防支出在2年内保持接近持平，协议中并未提及2025年后的预算上限，宣布具体法案于5月31日交由众议院表决。据白宫的一个机构经济顾问委员会估计，如果美债发生违约，美国股市将暴跌 45%。另据穆迪估计，若美债违约，那么美国失业率将飙升5个百分点，这意味着大约800万美国人失业。同时，受债务上限限制的政府将无法通过财政刺激应对经济低迷，从而导致更严重的衰退。","news_type":1,"symbols_score_info":{".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970504732,"gmtCreate":1684566630727,"gmtModify":1684566635129,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970504732","repostId":"1134825236","repostType":2,"repost":{"id":"1134825236","kind":"news","pubTimestamp":1684547417,"share":"https://ttm.financial/m/news/1134825236?lang=en_US&edition=fundamental","pubTime":"2023-05-20 09:50","market":"sh","language":"zh","title":"\"Limit Game\"! US debt ceiling talks'end fruitlessly 'on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134825236","media":"华尔街见闻","summary":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五","content":"<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended on Friday, with neither side mentioning any progress and no further meetings scheduled. The debt ceiling standoff is reportedly focused on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling ended on Friday. Neither side mentioned any progress and no further meetings were scheduled.</p><p><p style=\"text-align: justify;\">Republican Rep. garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>\"We had a very, very candid discussion about where we are and how things need to go.\"<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time for the next meeting has not yet been set.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with McCarthy, the leader of the US Republican Party and Speaker of the House of Representatives, that progress needs to be made in changing the \"trajectory\" of the US government's rapidly rising deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">\"We have to spend less than we did last year,\" McCarthy said.</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Rep. Patrick McHenry, said McCarthy will be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of Parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">At the first meeting Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news rocked financial markets as the debt ceiling deadline loomed.</p><p><h2>Focus Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to previous reports by media Axios, Democratic Rep. Dusty Johnson said:</p><p><p style=\"text-align: justify;\">\"The White House wants to keep spending more money, and as long as that's their position, there's no way to reach a deal.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy \"stuck\" with Republican demands to limit discretionary spending to 2022 levels.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Limit Game\"! US debt ceiling talks'end fruitlessly 'on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Limit Game\"! US debt ceiling talks'end fruitlessly 'on Friday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-20 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended on Friday, with neither side mentioning any progress and no further meetings scheduled. The debt ceiling standoff is reportedly focused on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling ended on Friday. Neither side mentioned any progress and no further meetings were scheduled.</p><p><p style=\"text-align: justify;\">Republican Rep. garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>\"We had a very, very candid discussion about where we are and how things need to go.\"<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time for the next meeting has not yet been set.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with McCarthy, the leader of the US Republican Party and Speaker of the House of Representatives, that progress needs to be made in changing the \"trajectory\" of the US government's rapidly rising deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">\"We have to spend less than we did last year,\" McCarthy said.</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Rep. Patrick McHenry, said McCarthy will be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of Parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">At the first meeting Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news rocked financial markets as the debt ceiling deadline loomed.</p><p><h2>Focus Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to previous reports by media Axios, Democratic Rep. Dusty Johnson said:</p><p><p style=\"text-align: justify;\">\"The White House wants to keep spending more money, and as long as that's their position, there's no way to reach a deal.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy \"stuck\" with Republican demands to limit discretionary spending to 2022 levels.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3689223\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92ece06f0d5f47ced3643ec6cfcc433e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3689223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134825236","content_text":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。共和党众议员格雷夫斯(garrett Graves)在国会大厦与白宫官员举行简短会晤后对记者说：“我们进行了非常、非常坦诚的讨论，讨论了我们的现状，讨论了事情需要如何发展。”“今晚不是一次谈判，”格雷夫斯说，并补充说，下一次会议的时间尚未确定。他赞同美国共和党领袖、众议院议长麦卡锡的说法，即需要在改变美国政府赤字支出和债务迅速上升的“轨迹”方面取得进展。麦卡锡说：“我们的支出必须比去年少。”另一位共和党谈判代表、众议员Patrick McHenry说，麦卡锡将听取有关谈判进展的简报。两位议员都没有提到任何进展。在周五早上的第一次会议上，麦卡锡的债务上限谈判代表与白宫代表的闭门会议开始后不久便突然离开。随着债务上限最后期限的临近，这一消息震动了金融市场。焦点争议：2024年的支出水平共和党人正在推动大幅削减开支，以换取提高上限。债务上限僵局集中在2024年的支出水平上。据媒体Axios此前报道，民主党众议员Dusty Johnson表示：“白宫想继续花更多的钱，只要这是他们的立场，就不可能达成协议。”Johnson说，麦卡锡“坚持”共和党要求将可自由支配的支出限制在2022年的水平。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970221105,"gmtCreate":1684496361408,"gmtModify":1684496365692,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970221105","repostId":"1143359729","repostType":2,"isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970347584,"gmtCreate":1684078577348,"gmtModify":1684078581963,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970347584","repostId":"1154230640","repostType":2,"repost":{"id":"1154230640","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1684060454,"share":"https://ttm.financial/m/news/1154230640?lang=en_US&edition=fundamental","pubTime":"2023-05-14 18:34","market":"sh","language":"zh","title":"Buy it at 2800 and set it at 3400? 90% of funds underperformed the market during the year. Who caught the bull market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154230640","media":"券商中国","summary":"大盘在涨，账户却在亏损！开年以来，上证指数上涨5.93%，更是一度冲上3400点，沪深300指数上涨1.71%，人工智能、中特估等热门概念股涨势喜人。然而，投资者们感受却颇有不同，亦有网友调侃，“大盘","content":"<p><html><head></head><body>The market is rising, but the account is losing money!</p><p><p style=\"text-align: justify;\">Since the beginning of the year, the Shanghai Composite Index has risen by 5.93%, and once reached 3,400 points. The Shanghai and Shenzhen 300 Index has risen by 1.71%. Popular concept stocks such as artificial intelligence and China Special Evaluation have seen gratifying gains. However, investors' feelings are quite different, and some netizens ridiculed, \"The market has risen so heartbreaking! Buy it at 2800 and set it at 3400!\".</p><p><p style=\"text-align: justify;\">Similarly, institutional investors failed to enjoy the 3400-point \"win\". Isolated from the structural market, most funds did not perform as well as the market index and missed this round of market. The performance of active equity funds is hardly optimistic.</p><p><p style=\"text-align: justify;\">Wind data shows that nearly 90% of active equity funds did not perform as well as the Shanghai Composite Index during the year, and nearly 60% of funds even suffered losses. However, fund products with good performance are sought after by Christians and have received a large number of subscriptions. In order to maintain the sustainability of good performance, these scarce high-quality funds control the management scale through purchase restrictions.</p><p><strong>90% of funds underperformed the market during the year</strong></p><p><p style=\"text-align: justify;\">Public Offering of Fund's performance during the year significantly underperformed various market indexes. Wind data shows that as of May 14, the partial stock hybrid fund index composed of more than 3,600 partial stock hybrid fund indexes (including C shares) has fallen by 3.25% this year.</p><p><p style=\"text-align: justify;\">Judging from the performance of Public Offering of Fund, it is not difficult to find that the overall profit-making effect of A-share investment this year is poor. Specifically, among the more than 4,200 active equity funds, more than 3,700 funds underperformed the Shanghai Composite Index, accounting for nearly 90%, of which more than 2,400 funds suffered performance losses, accounting for nearly 60%.</p><p><p style=\"text-align: justify;\">What makes holders depressed is that when the Shanghai Composite Index reached 3,400 points and hit a new high for the year, many holders suffered significant losses in their positions. As of May 10, 16 active equity funds had lost more than 20% during the year. More than 2,000 funds have even suffered losses for two consecutive years, including many tens of billions of fund products that have lost more than 20% for two consecutive years.</p><p><p style=\"text-align: justify;\">It is worth mentioning that, under the background of continuous market fluctuations and large-scale losses in fund product performance, the number of public funds whose funds have expired and liquidated has reached 97 since the beginning of this year, approaching the 100 mark, which is a historic small peak. Among them, equity funds have become the main force in liquidation, accounting for nearly 80%.</p><p><p style=\"text-align: justify;\">Insufficient scale is a common reason for fund liquidation. Some professionals said that in recent years, the market conditions have not been good, the performance and scale of mini-funds are difficult to improve, and the input and output are low. Fund managers have accelerated the survival of the fittest in the industry by liquidating mini-funds.</p><p><strong>Scarce high-quality funds limit purchases and control scale</strong></p><p><p style=\"text-align: justify;\">Although the overall performance of Public Offering of Fund products is not good, there are still many funds that have withstood market fluctuations, stepped out of independent trends, and continued to create value for holders.</p><p><p style=\"text-align: justify;\">Wind data shows that there are still 222 active equity funds whose performance has increased by more than 10% during the year. For example, among the funds with large product scale, Dong Chen's Huatai Beruifuli, Zhou Haidong's Huashang Advantage Industry, Hu Yibin's Huaan Media Internet, Xu Wenxing's China-Europe pension industry has all performed well.</p><p><p style=\"text-align: justify;\"><strong>During the period of market turmoil, the net value of many active equity funds has repeatedly hit new highs, such as Fan Kun's Rongtong Domestic Demand Driven AB, Jiang Cheng's Zhongtai Dividend Preferred One-Year Holding, Yang Xinxin's ICBC Select Balance and other 29 funds established for more than one year. The net value of the fund set a new record this month.</strong></p><p><p style=\"text-align: justify;\">In addition, during the market downturn, some well-known fund managers with high-quality performance did the opposite and controlled the management scale through purchase restrictions. Since May, funds managed by Bao Wuyu, Lin Yingrui, Zhou Zhishuo and Zhou Haidong have started the purchase restriction mode. Many of these funds have continuously lowered the purchase limit amount.</p><p><p style=\"text-align: justify;\">The announcement shows that the flexible allocation mix of the value margin of Invesco Great Wall, which Bao has no management, will be limited to 2 million yuan starting from May 5. The new blue-chip stock ticket of CCB Potential managed by Zhou Zhishuo has a purchase limit of 10,000 yuan since May 4. The Chinese Business New Trend Preferred Flexible Allocation Hybrid Fund managed by Zhou Haidong has a purchase limit of 300,000 yuan starting from May 4.</p><p><p style=\"text-align: justify;\">During the market downturn, behind the fund purchase restriction is the pursuit of high-quality funds by holders. As the A-share market continues to fluctuate, the scarce high-quality funds attract a large number of holders to actively subscribe.</p><p><p style=\"text-align: justify;\">It is worth noting that when the A-share market fluctuates and adjusts, the inflow of funds is constantly accelerating. Wind data shows that as of May 10, since May, the share of ETFs has increased by 24 billion shares, the total share has reached 1.59 trillion shares, and the total scale has reached 1.69 trillion yuan. Among them, the total share of stock ETFs has increased by 19.342 billion shares, 4 consecutive months. Continuous net inflows.</p><p><strong>Opportunities in the A-share market far outweigh risks</strong></p><p><p style=\"text-align: justify;\">The fund underperformed the index on a large scale, which is considered to be the ultimate interpretation of structural market conditions such as artificial intelligence and special valuation, and is not the norm of the market. According to industry insiders, the opportunities in the medium-term A-share market far outweigh the risks.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, the market trend has been relatively diverged. Yang Delong, chief economist of Qianhai Kaiyuan, said that with the arrival of the market in May, the style of the market has begun to switch, and investors have begun to pay attention to high-quality leading stocks with excellent performance. Consumption and new energy are expected to stop falling and rebound, taking over the baton of the market.</p><p><p style=\"text-align: justify;\">Deng Hequan, a senior strategist at China Merchants Fund, believes that stocks are still in the window of structural long positions. Overall, 2023 may be a process of rising the bottom and moving up the market center. Industries that have performed against the market in this round of adjustment may be expected to become the main line of investment throughout the year. At present, investors' policy expectations and geopolitical expectations are not high and sufficient, so there is not much room for index adjustment. Secondly, the occurrence of risk events will still change the expected attitude, distribution and aggravate the wait-and-see mood. Therefore, for stocks that avoid pure theme speculation, the next stage of opportunities may gradually transition to growth stocks that are expected to be revised upward and have low risk characteristics.</p><p><p style=\"text-align: justify;\">Regarding the market outlook, Bosera Fund believes that as the Federal Reserve's rate hike gradually comes to an end, the external liquidity pressure faced by A-shares gradually eases. As far as the global equity market is concerned, the macro environment faced by A-shares is relatively better; At present, the P/E of Shanghai Composite Index and Growth Enterprise Market Index are below the median level in the past three years, and the overall valuation is relatively low, which still has good medium and long-term investment value.</p><p><p style=\"text-align: justify;\">The stock market as a whole fluctuated in May. HSBC Jintrust said that structural opportunities occurred frequently and the valuation of the value sector was restored. At present, economic expectations are gradually recovering, valuations are still relatively low, and medium-and long-term capital allocation is in a good range. With the repair of the valuation of the low valuation sector, the market style may become more balanced.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy it at 2800 and set it at 3400? 90% of funds underperformed the market during the year. Who caught the bull market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy it at 2800 and set it at 3400? 90% of funds underperformed the market during the year. Who caught the bull market?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2023-05-14 18:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The market is rising, but the account is losing money!</p><p><p style=\"text-align: justify;\">Since the beginning of the year, the Shanghai Composite Index has risen by 5.93%, and once reached 3,400 points. The Shanghai and Shenzhen 300 Index has risen by 1.71%. Popular concept stocks such as artificial intelligence and China Special Evaluation have seen gratifying gains. However, investors' feelings are quite different, and some netizens ridiculed, \"The market has risen so heartbreaking! Buy it at 2800 and set it at 3400!\".</p><p><p style=\"text-align: justify;\">Similarly, institutional investors failed to enjoy the 3400-point \"win\". Isolated from the structural market, most funds did not perform as well as the market index and missed this round of market. The performance of active equity funds is hardly optimistic.</p><p><p style=\"text-align: justify;\">Wind data shows that nearly 90% of active equity funds did not perform as well as the Shanghai Composite Index during the year, and nearly 60% of funds even suffered losses. However, fund products with good performance are sought after by Christians and have received a large number of subscriptions. In order to maintain the sustainability of good performance, these scarce high-quality funds control the management scale through purchase restrictions.</p><p><strong>90% of funds underperformed the market during the year</strong></p><p><p style=\"text-align: justify;\">Public Offering of Fund's performance during the year significantly underperformed various market indexes. Wind data shows that as of May 14, the partial stock hybrid fund index composed of more than 3,600 partial stock hybrid fund indexes (including C shares) has fallen by 3.25% this year.</p><p><p style=\"text-align: justify;\">Judging from the performance of Public Offering of Fund, it is not difficult to find that the overall profit-making effect of A-share investment this year is poor. Specifically, among the more than 4,200 active equity funds, more than 3,700 funds underperformed the Shanghai Composite Index, accounting for nearly 90%, of which more than 2,400 funds suffered performance losses, accounting for nearly 60%.</p><p><p style=\"text-align: justify;\">What makes holders depressed is that when the Shanghai Composite Index reached 3,400 points and hit a new high for the year, many holders suffered significant losses in their positions. As of May 10, 16 active equity funds had lost more than 20% during the year. More than 2,000 funds have even suffered losses for two consecutive years, including many tens of billions of fund products that have lost more than 20% for two consecutive years.</p><p><p style=\"text-align: justify;\">It is worth mentioning that, under the background of continuous market fluctuations and large-scale losses in fund product performance, the number of public funds whose funds have expired and liquidated has reached 97 since the beginning of this year, approaching the 100 mark, which is a historic small peak. Among them, equity funds have become the main force in liquidation, accounting for nearly 80%.</p><p><p style=\"text-align: justify;\">Insufficient scale is a common reason for fund liquidation. Some professionals said that in recent years, the market conditions have not been good, the performance and scale of mini-funds are difficult to improve, and the input and output are low. Fund managers have accelerated the survival of the fittest in the industry by liquidating mini-funds.</p><p><strong>Scarce high-quality funds limit purchases and control scale</strong></p><p><p style=\"text-align: justify;\">Although the overall performance of Public Offering of Fund products is not good, there are still many funds that have withstood market fluctuations, stepped out of independent trends, and continued to create value for holders.</p><p><p style=\"text-align: justify;\">Wind data shows that there are still 222 active equity funds whose performance has increased by more than 10% during the year. For example, among the funds with large product scale, Dong Chen's Huatai Beruifuli, Zhou Haidong's Huashang Advantage Industry, Hu Yibin's Huaan Media Internet, Xu Wenxing's China-Europe pension industry has all performed well.</p><p><p style=\"text-align: justify;\"><strong>During the period of market turmoil, the net value of many active equity funds has repeatedly hit new highs, such as Fan Kun's Rongtong Domestic Demand Driven AB, Jiang Cheng's Zhongtai Dividend Preferred One-Year Holding, Yang Xinxin's ICBC Select Balance and other 29 funds established for more than one year. The net value of the fund set a new record this month.</strong></p><p><p style=\"text-align: justify;\">In addition, during the market downturn, some well-known fund managers with high-quality performance did the opposite and controlled the management scale through purchase restrictions. Since May, funds managed by Bao Wuyu, Lin Yingrui, Zhou Zhishuo and Zhou Haidong have started the purchase restriction mode. Many of these funds have continuously lowered the purchase limit amount.</p><p><p style=\"text-align: justify;\">The announcement shows that the flexible allocation mix of the value margin of Invesco Great Wall, which Bao has no management, will be limited to 2 million yuan starting from May 5. The new blue-chip stock ticket of CCB Potential managed by Zhou Zhishuo has a purchase limit of 10,000 yuan since May 4. The Chinese Business New Trend Preferred Flexible Allocation Hybrid Fund managed by Zhou Haidong has a purchase limit of 300,000 yuan starting from May 4.</p><p><p style=\"text-align: justify;\">During the market downturn, behind the fund purchase restriction is the pursuit of high-quality funds by holders. As the A-share market continues to fluctuate, the scarce high-quality funds attract a large number of holders to actively subscribe.</p><p><p style=\"text-align: justify;\">It is worth noting that when the A-share market fluctuates and adjusts, the inflow of funds is constantly accelerating. Wind data shows that as of May 10, since May, the share of ETFs has increased by 24 billion shares, the total share has reached 1.59 trillion shares, and the total scale has reached 1.69 trillion yuan. Among them, the total share of stock ETFs has increased by 19.342 billion shares, 4 consecutive months. Continuous net inflows.</p><p><strong>Opportunities in the A-share market far outweigh risks</strong></p><p><p style=\"text-align: justify;\">The fund underperformed the index on a large scale, which is considered to be the ultimate interpretation of structural market conditions such as artificial intelligence and special valuation, and is not the norm of the market. According to industry insiders, the opportunities in the medium-term A-share market far outweigh the risks.</p><p><p style=\"text-align: justify;\">Since the beginning of this year, the market trend has been relatively diverged. Yang Delong, chief economist of Qianhai Kaiyuan, said that with the arrival of the market in May, the style of the market has begun to switch, and investors have begun to pay attention to high-quality leading stocks with excellent performance. Consumption and new energy are expected to stop falling and rebound, taking over the baton of the market.</p><p><p style=\"text-align: justify;\">Deng Hequan, a senior strategist at China Merchants Fund, believes that stocks are still in the window of structural long positions. Overall, 2023 may be a process of rising the bottom and moving up the market center. Industries that have performed against the market in this round of adjustment may be expected to become the main line of investment throughout the year. At present, investors' policy expectations and geopolitical expectations are not high and sufficient, so there is not much room for index adjustment. Secondly, the occurrence of risk events will still change the expected attitude, distribution and aggravate the wait-and-see mood. Therefore, for stocks that avoid pure theme speculation, the next stage of opportunities may gradually transition to growth stocks that are expected to be revised upward and have low risk characteristics.</p><p><p style=\"text-align: justify;\">Regarding the market outlook, Bosera Fund believes that as the Federal Reserve's rate hike gradually comes to an end, the external liquidity pressure faced by A-shares gradually eases. As far as the global equity market is concerned, the macro environment faced by A-shares is relatively better; At present, the P/E of Shanghai Composite Index and Growth Enterprise Market Index are below the median level in the past three years, and the overall valuation is relatively low, which still has good medium and long-term investment value.</p><p><p style=\"text-align: justify;\">The stock market as a whole fluctuated in May. HSBC Jintrust said that structural opportunities occurred frequently and the valuation of the value sector was restored. At present, economic expectations are gradually recovering, valuations are still relatively low, and medium-and long-term capital allocation is in a good range. With the repair of the valuation of the low valuation sector, the market style may become more balanced.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154230640","content_text":"大盘在涨，账户却在亏损！开年以来，上证指数上涨5.93%，更是一度冲上3400点，沪深300指数上涨1.71%，人工智能、中特估等热门概念股涨势喜人。然而，投资者们感受却颇有不同，亦有网友调侃，“大盘涨得让人心痛！买在2800，套在3400！”。同样，机构投资者也未能享受到3400点的“胜利”。与结构性行情绝缘，大多数基金表现不及大盘指数，错失本轮行情，主动权益基金业绩难言乐观。Wind数据显示，年内近九成主动权益基金业绩不及上证指数，近六成基金业绩甚至出现亏损。不过，业绩表现好的基金产品受到基民追捧，获得大量申购，为了保持良好业绩的持续性，这些稀缺的绩优基金则通过限购控制管理规模。年内九成基金跑输大盘公募基金年内业绩大幅跑输各类大盘指数。Wind数据显示，截至5月14日，由3600余只偏股混合型基金指数（含C份额）构成的偏股混合型基金指数今年以来下跌3.25%。从公募基金业绩表现来看，不难发现，今年A股投资整体赚钱效应较差。具体来看，4200余只主动权益基金中，3700余只基金跑输上证指数，占比近九成，其中2400余只基金业绩亏损，占比近六成。让持有人郁闷的是，在上证指数站上3400点、创下年内新高时，不少持有人持仓亏损明显，截至5月10日，已有16只主动权益基金年内亏损超20%，2000余只基金甚至已经连续2年亏损，其中不乏百亿基金产品连续2年亏损超20%。值得一提的是，在市场不断波动、基金产品业绩出现大面积亏损的背景下，今年以来基金到期清盘的公募基金数量达到97只，逼近百只关口，为历史性小高峰，其中，权益类基金成为清盘主力军，占比近八成。规模不足是基金清盘常见的原因。有专业人士表示，近年市场行情不佳，迷你基金业绩、规模都很难有起色，投入产出较低，基金管理人通过清盘迷你基金加速行业优胜劣汰。稀缺绩优基金限购控规模虽然公募基金产品整体业绩表现不佳，不过仍有不少基金抵御住市场波动，走出独立走势，为持有人持续创造价值。Wind数据显示，年内仍有222只主动权益基金业绩涨幅超10%，如产品规模较大的基金中，董辰的华泰伯瑞富利、周海栋的华商优势行业、胡宜斌的华安媒体互联网、许文星的中欧养老产业均有不错业绩表现。市场震荡期，也有不少主动权益基金净值屡创新高，如范琨的融通内需驱动AB、姜诚的中泰红利优选一年持有、杨鑫鑫的工银精选平衡等29只成立一年以上的基金净值在本月刷新历史最高纪录。此外，在市场低迷期，一些绩优知名基金经理反其道而为之，通过限购控制管理规模。5月份以来，鲍无可、林英睿、周智硕和周海栋等管理的基金纷纷开启限购模式。其中不少基金不断下调限购金额。公告显示，鲍无可管理的景顺长城价值边际灵活配置混合自5月5日起，限购200万元。周智硕管理的建信潜力新蓝筹股票自5月4日起，限购1万元。周海栋管理的华商新趋势优选灵活配置混合基金自5月4日起限购30万元。市场低迷期，基金限购的背后则是持有人对绩优基金的追逐。在A股市场持续震荡，稀缺的绩优基金吸引大量持有人积极申购。值得注意的是，在A股市场震荡调整时，不断有资金在加速流入。Wind数据显示，截至5月10日，5月以来，ETF份额增加240亿份，总份额达到1.59万亿份，总规模达到1.69万亿元，其中股票型ETF总份额增长193.42亿份，连续4个月持续净流入。A股市场机会远大于风险基金大面积跑输指数，被认为是人工智能、中特估等结构性行情的极致演绎，并非市场常态。业内人士表示，中期维度A股市场机会远大于风险。今年以来市场的走势出现了比较大的分化，前海开源首席经济学家杨德龙表示，随着5月份行情的到来，市场的风格已经开始有所切换，投资者开始关注业绩优良的优质龙头股，消费、新能源有望止跌回升，接过行情的接力棒。招商基金资深策略分析师邓和权认为，目前股票仍处在结构做多的窗口，总体来看2023年或是一个底部抬升、市场中枢上移的过程。本轮调整中有逆市表现的行业或有望成为全年投资主线。当下投资者对政策预期、地缘预期均不高且较充分，因此指数调整空间不大。其次，风险事件的出现仍然会改变预期的态度、分布与加剧观望情绪。因此回避纯主题炒作的股票，下一阶段的机会或将逐渐过渡到预期有望上修、风险特征不高的成长股。对于后市，博时基金认为，随着美联储加息逐步进入尾声，A股面临的外围流动性压力逐步缓和，就全球权益市场来看，A股面临的宏观环境相对更优；且当前沪指与创业板指的市盈率处于近三年中位数以下水平，整体估值相对较低，依然具有不错的中长期投资价值。5月股市整体震荡，汇丰晋信表示，结构性机会频出，价值板块估值修复。目前经济预期逐步修复，估值仍在相对低位，中长期资金配置较好区间。伴随低估值板块估值修复，市场风格或将更加均衡。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947268426,"gmtCreate":1683200983965,"gmtModify":1683200988584,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947268426","repostId":"1185922715","repostType":2,"repost":{"id":"1185922715","kind":"news","pubTimestamp":1683200165,"share":"https://ttm.financial/m/news/1185922715?lang=en_US&edition=fundamental","pubTime":"2023-05-04 19:36","market":"us","language":"zh","title":"Not just relying on the \"moat\"! Buffett also has a big investment \"trick\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1185922715","media":"华尔街见闻","summary":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特","content":"<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Investment Spring Festival Gala\" and Berkshire Hathaway shareholders' meeting will be held on Saturday. At this time, ordinary investors will throw out their souls and ask again:</p><p><p style=\"text-align: justify;\">Why is Buffett's stock picking so successful?</p><p><p style=\"text-align: justify;\">To this question, the Wall Street Journal summarized two answers.</p><p><p style=\"text-align: justify;\">According to the article published by the newspaper on Wednesday, one answer is known to everyone, that is, Buffett's superb ability to select high-quality companies, and the other is much less remarkable-his favor of dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note that,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of company announcements,<strong>Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings,<strong>Chevron has increased its payout for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire will also receive more than $700 million each from Coca-Cola, Apple and Bank of America, more than $500 million from Kraft Heinz and about $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"That's what he likes: dividend payouts and buybacks,\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Buffet is adept at picking companies that have stood the test of time and improved their Dividend in many economic cycles, Finkle said. Over time, this both increases the value of Berkshire's stock portfolio and expands the company's ample cash reserves that can be used for its own business as well as acquisitions and stock buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire's most recent earnings report, the company will have $128.6 billion in cash and cash equivalents by the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle said favoring dividend stocks is not Buffett's \"secret weapon\", but it is part of it.</p><p><p style=\"text-align: justify;\">Take Buffett's favorite Coca-Cola as an example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought about 400 million Coca-Cola shares it currently holds for $1.3 billion, and received $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure has nearly tenfold to $704 million, and the market value of Berkshire's Coca-Cola shares has soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his annual letter to shareholders released earlier this year,<strong>Dividend grows every year, as sure as a birthday.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his shareholder letter:</p><p>All Charlie (Munger) and I have to do is cash Coca-Cola's quarterly Dividend check.<p style=\"text-align: justify;\">Buffet and Munger expect Coca-Cola to continue to improve its Dividend in the future. Coca-Cola said in February that it had approved its 61st consecutive annual Dividend increase.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" for stock selection is actually \"selecting high-quality companies + dividend-paying stocks.\"</p><p><p style=\"text-align: justify;\">The use of this \"secret weapon\" on American Express has achieved similar returns for Berkshire.</p><p><p style=\"text-align: justify;\">In 1995, Berkshire completed the vast majority of the transaction to buy American Express shares for $1.3 billion, and received $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains are satisfactory, but they are far from amazing,\" Buffet said in his letter. \"But what matters is that they bring about a rise in the share price.\"</p><p><p style=\"text-align: justify;\">Generally speaking, investors tend to reinvest dividends into the original stocks, but Berkshire has not reinvested dividends from Coca-Cola and American Express into these two stocks. The company's share buybacks over the years.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire hasn't overweight Coca-Cola and American Express shares since the 1990s, and some speculate that this may be because he hates paying too much for his investments.</strong></p><p><p style=\"text-align: justify;\">Buffett said in a letter to Berkshire shareholders in 1983:</p><p>For investors, buying shares of a good company at an exorbitant price may offset the impact of the ensuing decade of favorable business development.<p style=\"text-align: justify;\">It is worth noting that although Dividend can provide stable income like bonds, it still presents risks.</p><p><p style=\"text-align: justify;\">For example, if a company's cash flow is tight, it can cut or even suspend dividends, and the suspension of dividends often leads to a decline in stock prices, because investors often see it as a signal of a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend tends to underperform.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Not just relying on the \"moat\"! Buffett also has a big investment \"trick\"</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\">\nNot just relying on the \"moat\"! Buffett also has a big investment \"trick\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-04 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Investment Spring Festival Gala\" and Berkshire Hathaway shareholders' meeting will be held on Saturday. At this time, ordinary investors will throw out their souls and ask again:</p><p><p style=\"text-align: justify;\">Why is Buffett's stock picking so successful?</p><p><p style=\"text-align: justify;\">To this question, the Wall Street Journal summarized two answers.</p><p><p style=\"text-align: justify;\">According to the article published by the newspaper on Wednesday, one answer is known to everyone, that is, Buffett's superb ability to select high-quality companies, and the other is much less remarkable-his favor of dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note that,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of company announcements,<strong>Berkshire Hathaway is expected to earn about $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings,<strong>Chevron has increased its payout for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire will also receive more than $700 million each from Coca-Cola, Apple and Bank of America, more than $500 million from Kraft Heinz and about $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"That's what he likes: dividend payouts and buybacks,\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Buffet is adept at picking companies that have stood the test of time and improved their Dividend in many economic cycles, Finkle said. Over time, this both increases the value of Berkshire's stock portfolio and expands the company's ample cash reserves that can be used for its own business as well as acquisitions and stock buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire's most recent earnings report, the company will have $128.6 billion in cash and cash equivalents by the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle said favoring dividend stocks is not Buffett's \"secret weapon\", but it is part of it.</p><p><p style=\"text-align: justify;\">Take Buffett's favorite Coca-Cola as an example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought about 400 million Coca-Cola shares it currently holds for $1.3 billion, and received $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure has nearly tenfold to $704 million, and the market value of Berkshire's Coca-Cola shares has soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his annual letter to shareholders released earlier this year,<strong>Dividend grows every year, as sure as a birthday.</strong></p><p><p style=\"text-align: justify;\">Buffett said in his shareholder letter:</p><p>All Charlie (Munger) and I have to do is cash Coca-Cola's quarterly Dividend check.<p style=\"text-align: justify;\">Buffet and Munger expect Coca-Cola to continue to improve its Dividend in the future. Coca-Cola said in February that it had approved its 61st consecutive annual Dividend increase.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" for stock selection is actually \"selecting high-quality companies + dividend-paying stocks.\"</p><p><p style=\"text-align: justify;\">The use of this \"secret weapon\" on American Express has achieved similar returns for Berkshire.</p><p><p style=\"text-align: justify;\">In 1995, Berkshire completed the vast majority of the transaction to buy American Express shares for $1.3 billion, and received $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains are satisfactory, but they are far from amazing,\" Buffet said in his letter. \"But what matters is that they bring about a rise in the share price.\"</p><p><p style=\"text-align: justify;\">Generally speaking, investors tend to reinvest dividends into the original stocks, but Berkshire has not reinvested dividends from Coca-Cola and American Express into these two stocks. The company's share buybacks over the years.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire hasn't overweight Coca-Cola and American Express shares since the 1990s, and some speculate that this may be because he hates paying too much for his investments.</strong></p><p><p style=\"text-align: justify;\">Buffett said in a letter to Berkshire shareholders in 1983:</p><p>For investors, buying shares of a good company at an exorbitant price may offset the impact of the ensuing decade of favorable business development.<p style=\"text-align: justify;\">It is worth noting that although Dividend can provide stable income like bonds, it still presents risks.</p><p><p style=\"text-align: justify;\">For example, if a company's cash flow is tight, it can cut or even suspend dividends, and the suspension of dividends often leads to a decline in stock prices, because investors often see it as a signal of a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend tends to underperform.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687974\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3687974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185922715","content_text":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特的选股为什么会如此成功？对于这个问题，《华尔街日报》总结了两个答案。根据该报周三发布的文章，其中一个答案无人不晓，即巴菲特出神入化的挑选优质公司的能力，另外一个则不起眼得多——青睐派息股。注意，巴菲特投资的大多数公司都派息。根据Dow Jones Market Data对公司公告的分析，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。其中近五分之一将来自伯克希尔最大持股之一的雪佛龙，雪佛龙已连续36年增加派息。另外，道琼斯市场数据显示，伯克希尔还将从可口可乐、苹果和美国银行各拿到逾7亿美元，从卡夫亨氏公司拿到逾5亿美元，从美国运通公司拿到约3.63亿美元。 “这就是他喜欢的：派息和回购，”贡萨加大学创业学教授Todd Finkle说，Finkle曾写过一本关于巴菲特职业生涯的书。Finkle说，巴菲特擅长挑选在许多经济周期中经受住时间考验并提高股息的公司。随着时间推移，这既增加了伯克希尔股票投资组合的价值，也扩大了公司能够用于自身业务以及收购和股票回购的充足现金储备。根据伯克希尔最近的财报，公司到2022年年底拥有1286亿美元的现金和现金等价物。Finkle表示，青睐派息股并非巴菲特的“秘密武器”，但确是其中一部分。拿巴菲特最爱的可口可乐举例。1994年，伯克希尔·哈撒韦以13亿美元买入其目前持有的大约4亿股可口可乐股份，当年就获得了7500万美元的现金股息。2022年，这一数字翻了近十倍至7.04亿美元，而伯克希尔持有的可口可乐股份市值也已飙升至250亿美元。巴菲特在今年早些时候发布的年度致股东信中称，股息每年都会增长，就像生日一样确定无疑。巴菲特在股东信中表示：我和查理（芒格）要做的只是兑现可口可乐的季度股息支票。巴菲特和芒格预计，可口可乐未来将继续提高股息。可口可乐2月份表示，已批准连续第61次提高年度股息。也就是说，按照Finkle的说法，巴菲特选股的“秘密武器”其实是“挑选优质公司+派息股”。该“秘密武器”用在美国运通公司身上也为伯克希尔实现了类似的回报。伯克希尔1995年完成了以13亿美元买入美国运通股份的绝大部分交易，并在当年获得了4100万美元的股息。去年，伯克希尔所持美国运通股份价值为220亿美元，并从后者获得了3.02亿美元的股息。“这些股息收益固然令人满意，却远谈不上惊人，”巴菲特在他的信中表示。“但重要的是它们带来了股价的上涨。”一般来说，投资者倾向于将分红重新投资到原股票上，但伯克希尔并没有将可口可乐和美国运通的分红重新投资到这两只股票中，持股比例升高则是因为两家公司多年以来的股票回购。事实上，伯克希尔自1990年代以来就没有加码可口可乐和美国运通股票，有人推测，这可能是因为他讨厌为投资支付过高的价格。巴菲特在1983年写给伯克希尔股东的信中说：对于投资者来说，以过高的价格购买一家优秀公司的股票，可能会抵消随后十年有利的业务发展所产生的影响。值得注意的是，股息虽然能够像债券一样提供稳定的收入，但仍存在风险。比如，如果一家公司现金流紧张，它可以削减甚至是暂停派息，而暂停派息又往往会导致股价下跌，因为投资者经常其视为公司出现重大财务危机的信号。另外，当投资者选择较昂贵的成长股时，其股息也往往表现不佳。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947648813,"gmtCreate":1683116500033,"gmtModify":1683116505420,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947648813","repostId":"1166168941","repostType":2,"repost":{"id":"1166168941","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":1683116159,"share":"https://ttm.financial/m/news/1166168941?lang=en_US&edition=fundamental","pubTime":"2023-05-03 20:15","market":"us","language":"zh","title":"U.S. ADP employment was 296,000 in April, the largest increase since July 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1166168941","media":"老虎资讯综合","summary":"5月3日，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。ADP报告：4月金融服务业就业人数减少2.8万人，3月减少5.1万人；4月贸易/运输/","content":"<p><html><head></head><body>On May 3, the number of U.S. ADP employment in April was 296,000, the largest increase since July 2022; It is expected to be 148,000, compared with the previous value of 145,000.</p><p>ADP report: Financial services employment decreased by 28,000 in April and 51,000 in March;</p><p>The median annual salary growth rate of trade/transportation/utility employees in April was 6.6%, compared with 7.0% in March;</p><p>The median annual salary growth rate of employees in the construction industry in April was 6.9%, compared with 7.0% in March;</p><p>The median annual salary growth rate of professional/business service employees in April was 6.3%, compared with 6.4% in March;</p><p>The median annual salary growth rate of manufacturing employees in April was 6.2%, compared with 6.5% in March;</p><p>The median annual salary growth rate of employees in the financial services industry was 6.7% in April, compared with 6.8% in March.</p><p>After the data was released, U.S. stock futures showed little short-term fluctuations, and Nasdaq 100 index futures maintained an increase of about 0.3%. The US Dollar Index rose more than 10 points in the short term and is now at 101.67. Spot gold fell about US $2 in the short term and is now trading at US $2,013.50 an ounce.</p><p><strong>Agency evaluation of ADP employment in the United States:</strong>Private U.S. companies added 296,000 jobs in April, signaling a hiring boom despite a sharp slowdown in wage growth for those who changed jobs.</p><p><strong>ADP Chief Economist Nela Richardson:</strong>The slowdown in wage growth gives the clearest signal of the current state of the labor market, and employers are reining in salary growth while hiring aggressively. Our data also shows that fewer people are changing jobs.</p><p><strong>Financial website Forexlive commented on U.S. ADP data in April:</strong>It's a strong number and underscores why the Fed's job is so tough. They couldn't reasonably raise wages without disrupting the banking system, but the addition of nearly 300,000 jobs shows that the pressure on wage growth has not gone away.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. ADP employment was 296,000 in April, the largest increase since July 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. ADP employment was 296,000 in April, the largest increase since July 2022\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\">2023-05-03 20:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 3, the number of U.S. ADP employment in April was 296,000, the largest increase since July 2022; It is expected to be 148,000, compared with the previous value of 145,000.</p><p>ADP report: Financial services employment decreased by 28,000 in April and 51,000 in March;</p><p>The median annual salary growth rate of trade/transportation/utility employees in April was 6.6%, compared with 7.0% in March;</p><p>The median annual salary growth rate of employees in the construction industry in April was 6.9%, compared with 7.0% in March;</p><p>The median annual salary growth rate of professional/business service employees in April was 6.3%, compared with 6.4% in March;</p><p>The median annual salary growth rate of manufacturing employees in April was 6.2%, compared with 6.5% in March;</p><p>The median annual salary growth rate of employees in the financial services industry was 6.7% in April, compared with 6.8% in March.</p><p>After the data was released, U.S. stock futures showed little short-term fluctuations, and Nasdaq 100 index futures maintained an increase of about 0.3%. The US Dollar Index rose more than 10 points in the short term and is now at 101.67. Spot gold fell about US $2 in the short term and is now trading at US $2,013.50 an ounce.</p><p><strong>Agency evaluation of ADP employment in the United States:</strong>Private U.S. companies added 296,000 jobs in April, signaling a hiring boom despite a sharp slowdown in wage growth for those who changed jobs.</p><p><strong>ADP Chief Economist Nela Richardson:</strong>The slowdown in wage growth gives the clearest signal of the current state of the labor market, and employers are reining in salary growth while hiring aggressively. Our data also shows that fewer people are changing jobs.</p><p><strong>Financial website Forexlive commented on U.S. ADP data in April:</strong>It's a strong number and underscores why the Fed's job is so tough. They couldn't reasonably raise wages without disrupting the banking system, but the addition of nearly 300,000 jobs shows that the pressure on wage growth has not gone away.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166168941","content_text":"5月3日，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。ADP报告：4月金融服务业就业人数减少2.8万人，3月减少5.1万人；4月贸易/运输/公用事业就业人员薪资增速年率中值为6.6%，3月为7.0%；4月建筑业就业人员薪资增速年率中值为6.9%，3月为7.0%；4月专业/商业服务就业人员薪资增速年率中值为6.3%，3月为6.4%；4月制造业就业人员薪资增速年率中值为6.2%，3月为6.5%；4月金融服务业就业人员薪资增速年率中值为6.7%，3月为6.8%。数据公布后，美股期货短线波动不大，纳斯达克100指数期货维持约0.3%的涨幅。美元指数短线拉升逾10点，现报101.67。现货黄金短线走低约2美元，现报2013.50美元/盎司。机构评美国ADP就业人数：美国私营企业4月份增加了29.6万个就业岗位，表明尽管换工作的人的工资增长大幅放缓，但仍出现了招聘热潮。ADP首席经济学家Nela Richardson：薪资增长放缓给出了当前劳动力市场状况的最清晰信号，雇主们在大举招聘的同时，也在控制薪资增长。我们的数据还显示，换工作的人越来越少。财经网站Forexlive评美国4月ADP数据：这是一个强劲的数字，也突显出美联储的工作为何如此艰难。他们不可能在不破坏银行体系的情况下合理地提高工资，但增加了近30万个工作岗位表明，工资增长的压力并没有消失。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947810362,"gmtCreate":1682859464557,"gmtModify":1682859468937,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947810362","repostId":"2331122664","repostType":2,"repost":{"id":"2331122664","kind":"highlight","pubTimestamp":1682828286,"share":"https://ttm.financial/m/news/2331122664?lang=en_US&edition=fundamental","pubTime":"2023-04-30 12:18","market":"us","language":"zh","title":"How long can US technology stocks be bullish? Just look at the financial reports of Apple and AMD next week","url":"https://stock-news.laohu8.com/highlight/detail?id=2331122664","media":"华尔街见闻","summary":"后续财报可能“喜忧参半”，AI热潮带动芯片需求增加，AMD、高通财报指引可能好于预期，而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下，微软、Meta等科技巨头扛住了压力，一季度业绩超","content":"<p><html><head></head><body><strong>Subsequent financial reports may be \"mixed\", the AI boom has driven an increase in chip demand, AMD and Qualcomm's financial guidance may be better than expected, and Apple may announce that its product department has shrunk across the board for the first time in three years.</strong>Under the cloud of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Meta and other technology giants withstood the pressure, and their first-quarter results exceeded expectations.</p><p>Specifically, Meta's \"salted fish turned over\", and its revenue in the first quarter unexpectedly reversed three consecutive quarters of declines; Microsoft's performance last quarter exceeded expectations, and cloud business revenue maintained double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>In the first quarter, search returned to growth, and the cloud business turned losses into profits.</p><p>In addition, despite record losses in chip stocks, earnings guidance is positive. SK Hynix pointed out that improved demand combined with production cuts may boost the market, and the chip market will rebound in the second quarter. However, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, as well as Cloudflare's move to cut its full-year revenue forecast, underscore the uncertainty of the overall economy.</p><p><strong>The unexpected earnings report eased market concerns about slowing demand for technology products, driving U.S. stocks to rebound.</strong>The S&P 500 index posted its biggest one-day gain since the first week of the year on Thursday, and the technology-heavy Nasdaq 100 index closed up 2.76%, its biggest gain since January 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>And next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And AMD will disclose the demand for more technology products, and its financial performance will become the key to whether technology stocks can continue to rebound. The following is the earnings preview:</strong></p><p>Tuesday: AMD will release its earnings report after the U.S. stock market closes. The artificial intelligence boom is expected to drive the demand for chips in data centers, and the resulting increase in demand may offset the continued weakness in PC-side chip sales. With its customer and gaming segments still sluggish, data centers will be key for AMD to earn revenue.</p><p>Wednesday: Qualcomm will announce results after the U.S. stock market closes. Investors will take a closer look at Qualcomm's quarterly guidance for signs of recovery and inventory replenishment by OEMs amid continued weakness in smartphone demand. Last month, chip giants Micron Technology and Infineon Technologies provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will announce results after the U.S. stock market closes. Apple is likely to report its product division's first across the board contraction in three years, with iPad and iPhone sales down a year from the previous year, Mac sales slowdown likely to be more pronounced, and weak consumer consumption of high-end devices still weighing on overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may show up in the earnings report, and Barclays believes this downturn will continue into this quarter, especially as demand for iPhone 14 Pro models slows.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How long can US technology stocks be bullish? Just look at the financial reports of Apple and AMD next week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow long can US technology stocks be bullish? Just look at the financial reports of Apple and AMD next week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-30 12:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Subsequent financial reports may be \"mixed\", the AI boom has driven an increase in chip demand, AMD and Qualcomm's financial guidance may be better than expected, and Apple may announce that its product department has shrunk across the board for the first time in three years.</strong>Under the cloud of economic recession,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Meta and other technology giants withstood the pressure, and their first-quarter results exceeded expectations.</p><p>Specifically, Meta's \"salted fish turned over\", and its revenue in the first quarter unexpectedly reversed three consecutive quarters of declines; Microsoft's performance last quarter exceeded expectations, and cloud business revenue maintained double-digit growth;<a href=\"https://laohu8.com/S/GOOG\">Google</a>In the first quarter, search returned to growth, and the cloud business turned losses into profits.</p><p>In addition, despite record losses in chip stocks, earnings guidance is positive. SK Hynix pointed out that improved demand combined with production cuts may boost the market, and the chip market will rebound in the second quarter. However, on the other hand,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Warnings about sluggish growth in its cloud computing business, as well as Cloudflare's move to cut its full-year revenue forecast, underscore the uncertainty of the overall economy.</p><p><strong>The unexpected earnings report eased market concerns about slowing demand for technology products, driving U.S. stocks to rebound.</strong>The S&P 500 index posted its biggest one-day gain since the first week of the year on Thursday, and the technology-heavy Nasdaq 100 index closed up 2.76%, its biggest gain since January 20.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822b80c8c4e84fc0602fb949d5d61757\" tg-width=\"1024\" tg-height=\"614\"/></p><p><strong>And next week,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And AMD will disclose the demand for more technology products, and its financial performance will become the key to whether technology stocks can continue to rebound. The following is the earnings preview:</strong></p><p>Tuesday: AMD will release its earnings report after the U.S. stock market closes. The artificial intelligence boom is expected to drive the demand for chips in data centers, and the resulting increase in demand may offset the continued weakness in PC-side chip sales. With its customer and gaming segments still sluggish, data centers will be key for AMD to earn revenue.</p><p>Wednesday: Qualcomm will announce results after the U.S. stock market closes. Investors will take a closer look at Qualcomm's quarterly guidance for signs of recovery and inventory replenishment by OEMs amid continued weakness in smartphone demand. Last month, chip giants Micron Technology and Infineon Technologies provided better-than-expected guidance, raising hopes for a rebound.</p><p>Thursday: Apple will announce results after the U.S. stock market closes. Apple is likely to report its product division's first across the board contraction in three years, with iPad and iPhone sales down a year from the previous year, Mac sales slowdown likely to be more pronounced, and weak consumer consumption of high-end devices still weighing on overall growth. The impact of iPhone supply chain issues and foreign exchange headwinds may show up in the earnings report, and Barclays believes this downturn will continue into this quarter, especially as demand for iPhone 14 Pro models slows.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687780\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/353f693b3cf73305d444a14080157632","relate_stocks":{"AMD":"美国超微公司","AAPL":"苹果","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://wallstreetcn.com/articles/3687780","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2331122664","content_text":"后续财报可能“喜忧参半”，AI热潮带动芯片需求增加，AMD、高通财报指引可能好于预期，而苹果可能会公布其产品部门三年来首次全面萎缩。经济衰退阴云笼罩下，微软、Meta等科技巨头扛住了压力，一季度业绩超出预期。具体来看，Meta“咸鱼翻身”，一季度收入意外扭转三季连降；微软上季度业绩超预期，云业务营收维持两位数增长；谷歌一季度搜索重回增长，云业务扭亏为盈。此外，尽管芯片股业绩亏损创下纪录，但财报指引向好。SK海力士指出，需求改善叠加减产或将提振市场，芯片市场将在二季度出现反弹。不过，另一方面，亚马逊对其云计算业务增长乏力的警告，以及Cloudflare下调全年营收预期的举措，突显出整体经济的不确定性。超预期的财报缓解了市场对科技产品需求放缓的担忧，带动美股反弹。标普500指数在周四创下今年第一周以来的最大单日涨幅，以科技股为主的纳斯达克100指数收涨2.76%，创1月20日以来最大涨幅。下周，苹果、高通和AMD将披露更多科技产品的需求情况，其财报表现成为科技股能否继续反弹的关键。以下是财报前瞻：周二：AMD将在美股盘后发布财报。人工智能热潮预计将带动数据中心对芯片的需求，带来的需求增加可能会抵消PC端芯片销售的持续疲软。由于其客户和游戏部门仍然低迷，数据中心将是AMD获得收入的关键。周三：高通将在美股盘后公布业绩。在智能手机需求持续疲软的情况下，投资者将仔细研究高通的季度指引，以寻找复苏的迹象和OEM厂商的库存补充。上个月，芯片巨头美光科技和英飞凌科技提供了好于预期的指引，提升了反弹的希望。周四：苹果将在美股盘后公布业绩。苹果可能会报告其产品部门三年来首次全面萎缩，iPad和iPhone的销售一年较前下滑，Mac的销售放缓可能更加明显，消费者对高端设备的消费疲软仍然拖累整体增长。iPhone供应链问题和外汇阻力的影响可能会在财报中显示出来，巴克莱认为，这种不景气会延续到本季度，尤其是对iPhone 14 Pro机型的需求放缓。","news_type":1,"symbols_score_info":{"GFS":1,"AAPL":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":2821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947804695,"gmtCreate":1682781048417,"gmtModify":1682781052836,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947804695","repostId":"1193243086","repostType":2,"repost":{"id":"1193243086","kind":"news","pubTimestamp":1682757120,"share":"https://ttm.financial/m/news/1193243086?lang=en_US&edition=fundamental","pubTime":"2023-04-29 16:32","market":"us","language":"zh","title":"Who did the First Republic \"win the flower\"? Report: FDIC asks bidders including JPMorgan to submit final offers by Sunday","url":"https://stock-news.laohu8.com/highlight/detail?id=1193243086","media":"华尔街见闻","summary":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报","content":"<p><html><head></head><body><strong>As a large bank that takes more than 10% of deposits, JPMorgan's acquisition has regulatory hurdles, but there is also the possibility of making an exception to save First Republic.</strong><p style=\"text-align: justify;\">First Republic Bank, which is in jeopardy, has ushered in interested parties: JPMorgan Chase and PNC may all become the final acquirers.</p><p><p style=\"text-align: justify;\">The Federal Deposit Insurance Corp. (FDIC) is requiring banks including JPMorgan Chase and PNC Financial Services Group, Bloomberg reported today<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator solicited interest from the banks on Thursday, including learning about their proposed offers and the estimated cost of First Republic Bank's deposit insurance money, and invited the two companies to participate in the next bidding process on Friday.</p><p><p style=\"text-align: justify;\">Bloomberg said the bidding process launched by regulators could pave the way for First Republic's sale without going through a lengthy auction process like when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">In addition, the cliff-like decline in First Republic Bank stock (down 97% this year) has dropped the market value to only $650 million.<strong>This may also provide a degree of viability for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street News reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department and the Federal Reserve, are coordinating meetings with other banks to facilitate a rescue plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Earlier, advisers of First Republic Bank sought to get several banks that participated in the rescue operation a month ago to buy their assets at a price above the market price.</p><p><p style=\"text-align: justify;\">Although buyers buy and lose, these potential buyers' $30 billion in deposits with First Republic Bank are uninsured. If they think First Republic Bank is about to go bankrupt, they could risk losing that money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses emergency powers to guarantee these deposits, large banks will need to replenish the FDIC with huge sums of money. As part of the deal, several banks that bailed out can get some form of equity.</p><p><p style=\"text-align: justify;\"><strong>The above scenario will result in short-term losses for the rescued banks, but it may be less costly in the long run than letting First Republic fail and be taken over by regulators.</strong></p><p><h2>Regulatory hurdles</h2><p style=\"text-align: justify;\">However, although First Republic Bank's market value is running low, regulatory requirements may also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Since JPMorgan Chase is one of the few large banks in the United States that attracts more than 10% of deposits,<strong>According to US regulations, the bank is not eligible to acquire another institution that also takes deposits, which will make its scale grow again.</strong></p><p><p style=\"text-align: justify;\">Still, there is the possibility of an exception to save First Republic Bank.</p><p><p style=\"text-align: justify;\">Compared with the billions of costs that the FDIC has to pay to take over a bank again, the FDIC prefers to limit the solution to the private sector. The agency had previously planned a special assessment of the banking industry to pay for the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Earlier, the media quoted sources as saying that the most likely outcome of First Republic Bank is to be taken over by the FDIC. If First Republic Bank is taken over by regulators, the FDIC will still ask other banks to make possible takeover bids. However, sources said at the time that there was still hope of finding a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who did the First Republic \"win the flower\"? Report: FDIC asks bidders including JPMorgan to submit final offers by Sunday</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\">\nWho did the First Republic \"win the flower\"? Report: FDIC asks bidders including JPMorgan to submit final offers by Sunday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-29 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>As a large bank that takes more than 10% of deposits, JPMorgan's acquisition has regulatory hurdles, but there is also the possibility of making an exception to save First Republic.</strong><p style=\"text-align: justify;\">First Republic Bank, which is in jeopardy, has ushered in interested parties: JPMorgan Chase and PNC may all become the final acquirers.</p><p><p style=\"text-align: justify;\">The Federal Deposit Insurance Corp. (FDIC) is requiring banks including JPMorgan Chase and PNC Financial Services Group, Bloomberg reported today<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator solicited interest from the banks on Thursday, including learning about their proposed offers and the estimated cost of First Republic Bank's deposit insurance money, and invited the two companies to participate in the next bidding process on Friday.</p><p><p style=\"text-align: justify;\">Bloomberg said the bidding process launched by regulators could pave the way for First Republic's sale without going through a lengthy auction process like when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">In addition, the cliff-like decline in First Republic Bank stock (down 97% this year) has dropped the market value to only $650 million.<strong>This may also provide a degree of viability for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street News reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department and the Federal Reserve, are coordinating meetings with other banks to facilitate a rescue plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Earlier, advisers of First Republic Bank sought to get several banks that participated in the rescue operation a month ago to buy their assets at a price above the market price.</p><p><p style=\"text-align: justify;\">Although buyers buy and lose, these potential buyers' $30 billion in deposits with First Republic Bank are uninsured. If they think First Republic Bank is about to go bankrupt, they could risk losing that money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses emergency powers to guarantee these deposits, large banks will need to replenish the FDIC with huge sums of money. As part of the deal, several banks that bailed out can get some form of equity.</p><p><p style=\"text-align: justify;\"><strong>The above scenario will result in short-term losses for the rescued banks, but it may be less costly in the long run than letting First Republic fail and be taken over by regulators.</strong></p><p><h2>Regulatory hurdles</h2><p style=\"text-align: justify;\">However, although First Republic Bank's market value is running low, regulatory requirements may also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Since JPMorgan Chase is one of the few large banks in the United States that attracts more than 10% of deposits,<strong>According to US regulations, the bank is not eligible to acquire another institution that also takes deposits, which will make its scale grow again.</strong></p><p><p style=\"text-align: justify;\">Still, there is the possibility of an exception to save First Republic Bank.</p><p><p style=\"text-align: justify;\">Compared with the billions of costs that the FDIC has to pay to take over a bank again, the FDIC prefers to limit the solution to the private sector. The agency had previously planned a special assessment of the banking industry to pay for the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Earlier, the media quoted sources as saying that the most likely outcome of First Republic Bank is to be taken over by the FDIC. If First Republic Bank is taken over by regulators, the FDIC will still ask other banks to make possible takeover bids. However, sources said at the time that there was still hope of finding a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687776\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffc56982f828847b68443cfbde6a957b","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://wallstreetcn.com/articles/3687776","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193243086","content_text":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报道，美国联邦存款保险公司（FDIC）要求包括摩根大通和PNC金融服务集团在内的银行在周日之前提交对第一共和银行的最终报价。监管机构于周四向各家银行征求了意向，包括了解这些银行建议的报价以及对第一共和银行存款保险金的预估成本，并于周五邀请了两家公司参加了下一步的竞标过程。彭博表示，监管机构启动的竞标程序可能为第一共和银行的出售铺平道路，而不会像硅谷银行和签字银行倒闭时经历漫长的拍卖流程。此外，第一共和银行股票的断崖式下跌（今年以来下跌97%）已经使市值跌至仅有6.5亿美元，这可能也为收购提供了一定程度上的可行性。华尔街见闻今日早些时候曾介绍，包括FDIC、美国财政部和美联储在内的美国官员们正在协调与其他银行的会议，以促成对第一共和银行的救助计划。此前，第一共和银行的顾问们寻求让数家参与了一个月前救助行动的银行以高于市价的价格购买其资产。尽管买家买入即亏，但这些潜在买家在第一共和银行的300亿美元存款没有保险。如果他们认为第一共和银行即将破产，他们可能会面临彻底失去这笔钱的风险。此外，即使联邦政府动用紧急权力为这些存款提供担保，大型银行也需要向FDIC补充巨额资金。作为交易的一部分，多家出手救助的银行可以获得某种形式的股权。上述方案将导致出手相救的银行短期内蒙受损失，但从长远来看，可能比让第一共和银行倒闭并被监管机构接管的成本更低。监管障碍然而，尽管第一共和银行的市值已经所剩无几，但监管规定也可能为收购行动增加阻碍。由于摩根大通是全美少数几家吸收存款超过10%的大型银行，根据美国监管规定，该行没有资格再收购一家同样吸收存款的机构，这将令其规模再一次壮大。尽管如此，为了拯救第一共和银行，也存在破例的可能性。相比FDIC再次接管一家银行所必须付出的数十亿成本，FDIC更希望将解决方案限制在私营部门。此前该机构已经计划对银行业进行特别评估，以支付硅谷银行和签名银行上个月破产的费用。此前媒体援引消息人士称，第一共和银行最有可能的结果就是被FDIC接管。如果第一共和银行被监管机构接管，FDIC仍将问询其他银行，让他们进行可能的收购投标。不过消息人士当时称，也仍有希望找到一个第一共和不被FDIC接管的解决方案。","news_type":1,"symbols_score_info":{"FRCB":0.9,"FRC":0.9}},"isVote":1,"tweetType":1,"viewCount":2885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947151401,"gmtCreate":1682696602004,"gmtModify":1682696606531,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947151401","repostId":"1149416254","repostType":2,"repost":{"id":"1149416254","kind":"news","pubTimestamp":1682695765,"share":"https://ttm.financial/m/news/1149416254?lang=en_US&edition=fundamental","pubTime":"2023-04-28 23:29","market":"us","language":"zh","title":"Fed blames management problems and poor regulation for Silicon Valley Bank failure","url":"https://stock-news.laohu8.com/highlight/detail?id=1149416254","media":"华尔街见闻","summary":"硅谷银行的管理层和总监们未能管理好自家公司的众多风险。","content":"<p><html><head></head><body>Michael Barr, the Federal Reserve's Vice Chairman for Financial Supervision: Blaming the collapse of Silicon Valley Bank (SVB) on corporate management and inappropriate supervision, will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors have failed to manage the many risks of their own companies.</p><p><p style=\"text-align: start;\">Silicon Valley Bank has had as many as 31 warnings, which is three times the industry average.</p><p><p style=\"text-align: start;\">Regulators haven't done enough to ensure that Silicon Valley Bank can handle many problems.</p><p><p style=\"text-align: start;\">The Board of Governors of the Federal Reserve has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Fed's pandering stance and shift in stance hinders regulation (for institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Call for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Limiting bank buybacks and dividend payments may be \"appropriate\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentives.</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">Re-evaluate the system for those banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's proposals for institutions and regulation.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed blames management problems and poor regulation for Silicon Valley Bank failure</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed blames management problems and poor regulation for Silicon Valley Bank failure\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-28 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Michael Barr, the Federal Reserve's Vice Chairman for Financial Supervision: Blaming the collapse of Silicon Valley Bank (SVB) on corporate management and inappropriate supervision, will consider improving liquidity and capital requirements.</p><p><p style=\"text-align: start;\">Silicon Valley Bank's management and directors have failed to manage the many risks of their own companies.</p><p><p style=\"text-align: start;\">Silicon Valley Bank has had as many as 31 warnings, which is three times the industry average.</p><p><p style=\"text-align: start;\">Regulators haven't done enough to ensure that Silicon Valley Bank can handle many problems.</p><p><p style=\"text-align: start;\">The Board of Governors of the Federal Reserve has advocated a less decisive approach to regulation.</p><p><p style=\"text-align: start;\">The Fed's pandering stance and shift in stance hinders regulation (for institutions such as Silicon Valley Bank).</p><p><p style=\"text-align: start;\">Call for \"stronger standards\" for a wider range of banking institutions.</p><p><p style=\"text-align: start;\">Limiting bank buybacks and dividend payments may be \"appropriate\".</p><p><p style=\"text-align: start;\">Consideration should be given to introducing stricter standards for incentives.</p><p><p style=\"text-align: start;\">More banking institutions should assess profits and losses and assets for sale.</p><p><p style=\"text-align: start;\">Re-evaluate the system for those banks with assets exceeding $100 billion.</p><p><p style=\"text-align: start;\">Federal Reserve Chairman Jerome Powell supported several of Barr's proposals for institutions and regulation.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/livenews/2455612\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9cd29490297b10c3f50798a61050f13","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/livenews/2455612","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1149416254","content_text":"美联储负责金融监管事务的副主席Michael Barr：将硅谷银行（SVB）倒闭归咎于公司管理和不适当的监管，将考虑改善流动性和资本要求。硅谷银行的管理层和总监们未能管理好自家公司的众多风险。硅谷银行曾出现多达31项警告，那是行业均值的三倍。在确保硅谷银行能够处置众多问题方面，监管人员们没能付出足够的努力。美联储理事会曾提倡实施不那么果断的监管方式。美联储的迎合姿态和立场转变妨碍到（针对硅谷银行等机构的）监管。呼吁针对更大范围的银行机构实施“更加强有力的标准”。限制银行回购和派息可能会是“适当之举”。应当考虑针对（银行业的）激励机制出台更加严苛的标准。更多的银行机构应当评估盈亏和待售资产。针对那些资产规模超过1000亿美元的银行重新评估制度。美联储主席鲍威尔支持Barr针对制度和监管的若干建议。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947321172,"gmtCreate":1682591892496,"gmtModify":1682591897527,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947321172","repostId":"1119236915","repostType":2,"repost":{"id":"1119236915","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":1682590090,"share":"https://ttm.financial/m/news/1119236915?lang=en_US&edition=fundamental","pubTime":"2023-04-27 18:08","market":"us","language":"zh","title":"Honeywell's first-quarter revenue of $8.864 billion beats expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1119236915","media":"老虎资讯综合","summary":"Q1 净利润（亿美元）： 13.94，预期：13.03，前值：11.34。","content":"<p><html><head></head><body>Honeywell's 2023 Q1 revenue (US $billion): 88.64, expected: 85.19, previous value: 83.76.</p><p>Q1 net profit (US $billion): 13.94, expected: 13.03, previous value: 11.34.</p><p>Q1 EPS: $2.07, expected: $1.932, previous value: $1.64.</p><p>Honeywell: It expects full-year sales revenue to be US $3.65 billion to US $3.73 billion; Adjusted earnings per share of $9.00 to $9.25; Segment margins will be between 22.3% and 22.6%.</p><p>As of press time, Honeywell rose slightly before the market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7ffc5758fab0ac47ec29f1079b28d5f\" tg-width=\"449\" tg-height=\"125\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Honeywell's first-quarter revenue of $8.864 billion beats expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHoneywell's first-quarter revenue of $8.864 billion beats expectations\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\">2023-04-27 18:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Honeywell's 2023 Q1 revenue (US $billion): 88.64, expected: 85.19, previous value: 83.76.</p><p>Q1 net profit (US $billion): 13.94, expected: 13.03, previous value: 11.34.</p><p>Q1 EPS: $2.07, expected: $1.932, previous value: $1.64.</p><p>Honeywell: It expects full-year sales revenue to be US $3.65 billion to US $3.73 billion; Adjusted earnings per share of $9.00 to $9.25; Segment margins will be between 22.3% and 22.6%.</p><p>As of press time, Honeywell rose slightly before the market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7ffc5758fab0ac47ec29f1079b28d5f\" tg-width=\"449\" tg-height=\"125\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fac2295148ecf24a4258e42387c2baf","relate_stocks":{"HON":"霍尼韦尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119236915","content_text":"霍尼韦尔2023年Q1 营收（亿美元）： 88.64，预期：85.19，前值：83.76。Q1 净利润（亿美元）： 13.94，预期：13.03，前值：11.34。Q1 EPS： $2.07，预期：$1.932，前值：$1.64。霍尼韦尔：预计全年销售收入为36.5亿至37.3亿美元；调整后的每股收益为9.00美元至9.25美元；分部利润率将在22.3%至22.6%之间。截至发稿，霍尼韦尔盘前微涨。","news_type":1,"symbols_score_info":{"HON":0.9}},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947999532,"gmtCreate":1682424465726,"gmtModify":1682424470291,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947999532","repostId":"1181662804","repostType":2,"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944763700,"gmtCreate":1682162116001,"gmtModify":1682162120528,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944763700","repostId":"1144371077","repostType":2,"repost":{"id":"1144371077","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":1682132507,"share":"https://ttm.financial/m/news/1144371077?lang=en_US&edition=fundamental","pubTime":"2023-04-22 11:01","market":"us","language":"zh","title":"Earnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key","url":"https://stock-news.laohu8.com/highlight/detail?id=1144371077","media":"老虎资讯综合","summary":"美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。该公司面临的主要挑战是 AI 整合到搜索中。互联网搜索引擎巨头谷歌母公司Alphabet Inc（纳斯达克股票代码：G","content":"<p><html><head></head><body><strong>Bank of America analysts predict online revenue from Google search and cloud services, but YouTube will come under pressure. The main challenge facing the company is the integration of AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet Inc (NASDAQ: GOOG) will release its first-quarter financial results after the U.S. stock market closes on Tuesday, April 25.</p><p><strong>Five things to know ahead of Alphabet's Q1 earnings report:</strong></p><p><ul><li>The consensus among Wall Street analysts is EPS of $1.08 on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from Q4 2022 and 17% from Q1 2022.</p><p></li><li>Estimates for sales indicate a 10% decline compared to the fourth quarter of 2022 and a flat performance compared to the first quarter of 2022.</p><p></li><li>Over the last four quarters, the company has missed earnings and revenue estimates. In the fourth quarter of 2022, Alphabet's earnings estimate was 11% below.</p><p></li><li>Alphabet shares fell 2.75% after poor results in the fourth quarter of 2022 and 9.1% after poor results in the third quarter of 2022.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Opinions on Alphabet's earnings</strong></p><p>Bank of America analysts predict online revenue from Google search and cloud services, but YouTube will come under pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly below Wall Street's forecast of $1.08. Experts believe the first quarter could show an improvement in Alphabet's costs.</p><p>The main challenge facing the company is the integration of AI into search, both in terms of timing and impact, so the outcome discussion of future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will become a more defensive self-service stock in the internet group in 2023, with higher relative earnings stability due to spending flexibility, high margins, and the possibility of backing the stock through buybacks.</p><p><strong>Alphabet's Stock Performance and Valuation</strong></p><p>At $105 a share, Alphabet is up more than 19% year-to-date at the time of writing, outperforming the S&P 500's 7.7% gain.</p><p>Shares are nearly 30% below their all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, shares rose 17.5%, marking their strongest quarterly performance since the second quarter of 2021.</p><p>According to professional data from Benzinga, the stock has a forward P/E of 19.45.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key</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\">\nEarnings Preview | Is there still room for disappointment in Google's performance? But AI guidance will be key\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\">2023-04-22 11:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Bank of America analysts predict online revenue from Google search and cloud services, but YouTube will come under pressure. The main challenge facing the company is the integration of AI into search.</strong>Internet search engine giant<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet Inc (NASDAQ: GOOG) will release its first-quarter financial results after the U.S. stock market closes on Tuesday, April 25.</p><p><strong>Five things to know ahead of Alphabet's Q1 earnings report:</strong></p><p><ul><li>The consensus among Wall Street analysts is EPS of $1.08 on revenue of $68.87 billion for the quarter.</p><p></li><li>Revenue is expected to decline 9% from Q4 2022 and 17% from Q1 2022.</p><p></li><li>Estimates for sales indicate a 10% decline compared to the fourth quarter of 2022 and a flat performance compared to the first quarter of 2022.</p><p></li><li>Over the last four quarters, the company has missed earnings and revenue estimates. In the fourth quarter of 2022, Alphabet's earnings estimate was 11% below.</p><p></li><li>Alphabet shares fell 2.75% after poor results in the fourth quarter of 2022 and 9.1% after poor results in the third quarter of 2022.</p><p></li></ul><strong><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Opinions on Alphabet's earnings</strong></p><p>Bank of America analysts predict online revenue from Google search and cloud services, but YouTube will come under pressure.</p><p>Overall, Bank of America expects earnings of $1.07 per share, slightly below Wall Street's forecast of $1.08. Experts believe the first quarter could show an improvement in Alphabet's costs.</p><p>The main challenge facing the company is the integration of AI into search, both in terms of timing and impact, so the outcome discussion of future plans and prospects may constitute the most important stock driver. According to Bank of America, Alphabet will become a more defensive self-service stock in the internet group in 2023, with higher relative earnings stability due to spending flexibility, high margins, and the possibility of backing the stock through buybacks.</p><p><strong>Alphabet's Stock Performance and Valuation</strong></p><p>At $105 a share, Alphabet is up more than 19% year-to-date at the time of writing, outperforming the S&P 500's 7.7% gain.</p><p>Shares are nearly 30% below their all-time high of $151 set in February 2022.</p><p>In the first quarter of 2023, shares rose 17.5%, marking their strongest quarterly performance since the second quarter of 2021.</p><p>According to professional data from Benzinga, the stock has a forward P/E of 19.45.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d25e1a14780c2d1e6ec5ecf96395d05","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","GOOGL":"谷歌A","BK4588":"碎股","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4507":"流媒体概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4525":"远程办公概念","GOOG":"谷歌","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4527":"明星科技股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144371077","content_text":"美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。该公司面临的主要挑战是 AI 整合到搜索中。互联网搜索引擎巨头谷歌母公司Alphabet Inc（纳斯达克股票代码：GOOG）将于 4 月 25 日（周二）美股盘后发布其第一季度财报业绩。在 Alphabet 第一季度财报发布前，需要了解的五件事：华尔街分析师一致预计本季度每股收益为 1.08 美元，收入为 688.7 亿美元。预计收入将比 2022 年第四季度下降 9%，比 2022 年第一季度下降 17%。对销售额的估计表明，与 2022 年第四季度相比下降 10%，与 2022 年第一季度相比表现持平。在过去的四个季度中，该公司的收益和收入均未达到预期。在 2022 年第四季度，Alphabet 的盈利预测低于 11%。Alphabet 股价在 2022 年第四季度业绩不佳后下跌 2.75%，在 2022 年第三季度业绩不佳后下跌 9.1%。美国银行对 Alphabet 财报的看法美国银行分析师预测谷歌搜索和云服务将获得在线收入，但 YouTube 将面临压力。总体而言，美国银行预计每股收益为 1.07 美元，略低于华尔街预测的 1.08 美元。专家认为，第一季度可能会显示出 Alphabet 的成本有所改善。该公司面临的主要挑战是 AI 整合到搜索中，无论在时间还是在影响方面，因此对未来计划和前景的结果讨论可能构成最重要的股票驱动因素。据美国银行称，到 2023 年，Alphabet 将成为互联网集团中更具防御性的自助股票，由于支出灵活性、高利润率以及通过回购支持股票的可能性，其相对盈利稳定性更高。Alphabet 的股票表现和估值Alphabet 的股价为每股 105 美元，截至撰写本文时，今年迄今上涨逾19%，表现优于标准普尔 500 指数 7.7% 的涨幅。股价比 2022 年 2 月创下的历史高点 151 美元低了近 30%。2023 年第一季度，股价上涨 17.5%，创下 2021 年第二季度以来最强劲的季度表现。根据Benzinga 的专业数据，该股票的远期市盈率为 19.45 。","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944412579,"gmtCreate":1682004984792,"gmtModify":1682004990234,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944412579","repostId":"2328194710","repostType":2,"repost":{"id":"2328194710","kind":"highlight","pubTimestamp":1682004537,"share":"https://ttm.financial/m/news/2328194710?lang=en_US&edition=fundamental","pubTime":"2023-04-20 23:28","market":"hk","language":"zh","title":"A surge of $11.4 billion in a single quarter! Under the pressure of economic recession, U.S. junk bond growth returns to high point","url":"https://stock-news.laohu8.com/highlight/detail?id=2328194710","media":"华尔街见闻","summary":"随着经济衰退缓慢逼近，企业债券正以2020年以来最快的速度被降为垃圾债。4月19日周三，巴克莱策略师 Dominique Toublan 等的最新研究显示，今年第一季度，共有114亿美元的债券被降级为","content":"<p><html><head></head><body>As a recession slowly approaches, corporate bonds are being reduced to junk bonds at the fastest pace since 2020.</p><p>On Wednesday, April 19, the latest research from Barclays strategist Dominique Toublan and others showed that,<strong>A total of $11.4 billion of bonds were downgraded to junk bonds in the first quarter of this year, which accounts for about 60% of bonds downgraded to junk in the whole of 2022.</strong>。 The bank estimates that bond trading volumes throughout the year are on track to reach their highest levels since 2020, when the outbreak triggered a massive wave of bond downgrades.</p><p>This reflects the pressure many businesses are facing as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. As the number of investors eligible to buy their bonds decreases, those whose ratings are downgraded to junk status will face additional financing expenses.</p><p>Barclays predicts that,<strong>As slowing economic growth puts additional pressure on borrowers, the pace of junk-rated bonds is set to accelerate in the second half of the year.</strong>It is expected that $60 billion to $80 billion in bonds will be downgraded to junk status this year, and these bonds are called \"fallen angels\".</p><p>Toublan said in an interview:</p><p>The downgrade from investment grade to junk, indicating a deterioration in the company's credit profile. The question is, is this just a company problem, or is it a more general phenomenon? But Barclays added,<strong>While more companies are being downgraded to junk status, more bonds are likely to be upgraded to investment grade</strong>。 The bank expects $60 billion to $70 billion to come from these \"rising stars\" this year, which will be the second-highest annual total on record. It is not until the second half of this year that the pace of rating upgrades may slow down.</p><p>Nissan contributed a considerable share of the bonds whose ratings were downgraded.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The rating company downgraded it to speculative grade in March this year. Companies whose ratings were downgraded also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial, Inc.</p><p>While trading volumes on these downgraded bonds are rising, the downgrades still appear to be relatively modest. Barclays said the bank's forecast of $60 billion to $80 billion rating downgrades accounted for about 2.2% of BBB-rated corporate bonds, compared with the average since 2000 of nearly 6.6%.</p><p>According to the analysis,<strong>The previous banking crisis is likely to drastically reduce bank lending activity. The total amount of loans on banks'books has fallen by about $95 billion since mid-March, according to the Federal Reserve. Credit conditions have generally tightened, which tends to drive more downgrades.</strong></p><p>Falling profits could erode profits for corporate borrowers and potentially hurt those of issuers that are more sensitive to economic changes, Fitch Ratings wrote in a note Monday. The agency predicts that the United States will begin to enter a recession by the end of the third quarter of this year.</p><p>Fitch said:</p><p>Monetary tightening and slower economic growth will have a negative impact on demand, while easing inflation will reduce pricing power, leading to slower revenue growth for some U.S. companies and somewhat less ability to protect margins without cost cutting.</body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A surge of $11.4 billion in a single quarter! Under the pressure of economic recession, U.S. junk bond growth returns to high point</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA surge of $11.4 billion in a single quarter! Under the pressure of economic recession, U.S. junk bond growth returns to high point\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-20 23:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>As a recession slowly approaches, corporate bonds are being reduced to junk bonds at the fastest pace since 2020.</p><p>On Wednesday, April 19, the latest research from Barclays strategist Dominique Toublan and others showed that,<strong>A total of $11.4 billion of bonds were downgraded to junk bonds in the first quarter of this year, which accounts for about 60% of bonds downgraded to junk in the whole of 2022.</strong>。 The bank estimates that bond trading volumes throughout the year are on track to reach their highest levels since 2020, when the outbreak triggered a massive wave of bond downgrades.</p><p>This reflects the pressure many businesses are facing as the Federal Reserve embarks on its most aggressive rate hike cycle in decades. As the number of investors eligible to buy their bonds decreases, those whose ratings are downgraded to junk status will face additional financing expenses.</p><p>Barclays predicts that,<strong>As slowing economic growth puts additional pressure on borrowers, the pace of junk-rated bonds is set to accelerate in the second half of the year.</strong>It is expected that $60 billion to $80 billion in bonds will be downgraded to junk status this year, and these bonds are called \"fallen angels\".</p><p>Toublan said in an interview:</p><p>The downgrade from investment grade to junk, indicating a deterioration in the company's credit profile. The question is, is this just a company problem, or is it a more general phenomenon? But Barclays added,<strong>While more companies are being downgraded to junk status, more bonds are likely to be upgraded to investment grade</strong>。 The bank expects $60 billion to $70 billion to come from these \"rising stars\" this year, which will be the second-highest annual total on record. It is not until the second half of this year that the pace of rating upgrades may slow down.</p><p>Nissan contributed a considerable share of the bonds whose ratings were downgraded.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>The rating company downgraded it to speculative grade in March this year. Companies whose ratings were downgraded also include<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a>And Axos Financial, Inc.</p><p>While trading volumes on these downgraded bonds are rising, the downgrades still appear to be relatively modest. Barclays said the bank's forecast of $60 billion to $80 billion rating downgrades accounted for about 2.2% of BBB-rated corporate bonds, compared with the average since 2000 of nearly 6.6%.</p><p>According to the analysis,<strong>The previous banking crisis is likely to drastically reduce bank lending activity. The total amount of loans on banks'books has fallen by about $95 billion since mid-March, according to the Federal Reserve. Credit conditions have generally tightened, which tends to drive more downgrades.</strong></p><p>Falling profits could erode profits for corporate borrowers and potentially hurt those of issuers that are more sensitive to economic changes, Fitch Ratings wrote in a note Monday. The agency predicts that the United States will begin to enter a recession by the end of the third quarter of this year.</p><p>Fitch said:</p><p>Monetary tightening and slower economic growth will have a negative impact on demand, while easing inflation will reduce pricing power, leading to slower revenue growth for some U.S. companies and somewhat less ability to protect margins without cost cutting.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687055\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e77c16b21cd06df0b4a3ec9f76087f1","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3687055","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328194710","content_text":"随着经济衰退缓慢逼近，企业债券正以2020年以来最快的速度被降为垃圾债。4月19日周三，巴克莱策略师 Dominique Toublan 等的最新研究显示，今年第一季度，共有114亿美元的债券被降级为垃圾债券，这一数字约占2022年全年被降为垃圾级债券的60%。该行估计，今年全年的债券交易量有望达到自2020年以来的最高水平，当时疫情爆发引发了大规模的债券降级浪潮。这反映出，随着美联储开启数十年来最激进的加息周期，许多企业正面临着压力。由于有资格购买其债券的投资者数量减少，那些评级被下调至垃圾级的企业将面临额外的融资支出。巴克莱预计，随着经济增长放缓给借款人带来了额外的压力，垃圾级债券的增加速度将在今年下半年加快。预计今年将有600亿至800亿美元规模的债券将被降至垃圾级，这些债券被称为“堕落天使”。Toublan 在接受采访时表示：从投资级降至垃圾级，表明该公司的信用状况恶化。问题是，这只是一家公司的问题，还是一个更普遍的现象？但巴克莱补充称，尽管越来越多的企业被降至垃圾级，但可能也会有越来越多的债券被调高至投资级。该行预计，今年将有600亿至700亿美元来自这些“新星”，这将是有纪录以来第二高的年度总额。到今年下半年，评级上调的步伐才可能会放缓。在评级被下调的债券中，日产汽车贡献了相当一部分的份额。标普全球评级公司在今年3月将其下调至了投机级。评级被下调的企业还包括第一共和银行和Axos Financial公司。虽然有关这些被降级债券的交易量正在上升，但评级的下调似乎仍然是相对温和的。巴克莱称，该行预测的600亿至800亿美元的评级下调约占BBB级公司债券的2.2%，而2000年以来的平均水平接近6.6%。分析认为，此前的银行业危机可能会大幅削减银行的放贷活动。美联储的数据显示，自3月中旬以来，银行账面上的贷款总额已经减少了约950亿美元。信贷环境普遍趋紧，这往往会推动更多的评级下调。惠誉评级公司周一在一份报告中写道，利润下降可能会侵蚀企业借款人的利润，并可能损害对经济变化更为敏感的发行人的利润。该机构预计美国将在今年第三季度末开始步入经济衰退。惠誉表示：货币紧缩和经济增长放缓将对需求产生负面影响，而通胀缓解将降低定价能力，导致一些美国公司的收入增长放缓，在没有削减成本的情况下保护利润率的能力有所减弱。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944593659,"gmtCreate":1681904960972,"gmtModify":1681904965571,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944593659","repostId":"1140494965","repostType":2,"repost":{"id":"1140494965","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":1681903948,"share":"https://ttm.financial/m/news/1140494965?lang=en_US&edition=fundamental","pubTime":"2023-04-19 19:32","market":"us","language":"zh","title":"Morgan Stanley: Q1 revenue beats expectations, but total deposits fall short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1140494965","media":"老虎资讯综合","summary":"4月19日，摩根士丹利盘前发布财报，财报显示：第一季度净营收145.2亿美元，预估140.7亿美元。摩根士丹利第一季度每股收益1.70美元。第一季度股票销售和交易业务营收27.3亿美元，预估28.6亿","content":"<p><html><head></head><body>On April 19, Morgan Stanley released its financial report before the market. The financial report showed that the net revenue in the first quarter was US $14.52 billion, compared with an estimated US $14.07 billion.</p><p>Morgan Stanley earned $1.70 per share in the first quarter.</p><p>In the first quarter, stock sales and trading business revenue was US $2.73 billion, compared with an estimate of US $2.86 billion.</p><p>In the first quarter, the sales and trading revenue of fixed income, foreign exchange and commodities business was US $2.58 billion, compared with an estimated US $2.42 billion.</p><p>Non-interest expense in the first quarter was $10.52 billion, compared with an estimate of $10.12 billion.</p><p>Compensation expenses in the first quarter were $6.41 billion, compared with an estimate of $6.07 billion.</p><p>Non-compensation expenses in the first quarter were $4.11 billion, compared with an estimate of $4.09 billion.</p><p>Assets under management in the first quarter were $1.36 trillion, compared with an estimate of $1.33 trillion.</p><p>Total deposits in the first quarter were $347.52 billion, compared with market forecasts of $352.17 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b3df79d2ba857cda7f345e7aa39630a\" title=\"\" tg-width=\"1158\" tg-height=\"728\"/></p><p>After the earnings report was released, Morgan Stanley fell more than 2% before the market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cb9299a351c7228a81668c17136ca8\" title=\"\" tg-width=\"801\" tg-height=\"497\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley: Q1 revenue beats expectations, but total deposits fall short of expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley: Q1 revenue beats expectations, but total deposits fall short of expectations\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\">2023-04-19 19:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 19, Morgan Stanley released its financial report before the market. The financial report showed that the net revenue in the first quarter was US $14.52 billion, compared with an estimated US $14.07 billion.</p><p>Morgan Stanley earned $1.70 per share in the first quarter.</p><p>In the first quarter, stock sales and trading business revenue was US $2.73 billion, compared with an estimate of US $2.86 billion.</p><p>In the first quarter, the sales and trading revenue of fixed income, foreign exchange and commodities business was US $2.58 billion, compared with an estimated US $2.42 billion.</p><p>Non-interest expense in the first quarter was $10.52 billion, compared with an estimate of $10.12 billion.</p><p>Compensation expenses in the first quarter were $6.41 billion, compared with an estimate of $6.07 billion.</p><p>Non-compensation expenses in the first quarter were $4.11 billion, compared with an estimate of $4.09 billion.</p><p>Assets under management in the first quarter were $1.36 trillion, compared with an estimate of $1.33 trillion.</p><p>Total deposits in the first quarter were $347.52 billion, compared with market forecasts of $352.17 billion.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b3df79d2ba857cda7f345e7aa39630a\" title=\"\" tg-width=\"1158\" tg-height=\"728\"/></p><p>After the earnings report was released, Morgan Stanley fell more than 2% before the market.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cb9299a351c7228a81668c17136ca8\" title=\"\" tg-width=\"801\" tg-height=\"497\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"MS":"摩根士丹利"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140494965","content_text":"4月19日，摩根士丹利盘前发布财报，财报显示：第一季度净营收145.2亿美元，预估140.7亿美元。摩根士丹利第一季度每股收益1.70美元。第一季度股票销售和交易业务营收27.3亿美元，预估28.6亿美元。第一季度固定收益、外汇和大宗商品业务销售和交易营收25.8亿美元，预估24.2亿美元。第一季度非利息支出105.2亿美元，预估101.2亿美元。第一季度薪酬费用64.1亿美元，预估60.7亿美元。第一季度非薪酬支出41.1亿美元，预估40.9亿美元。第一季度管理资产1.36万亿美元，预估1.33万亿美元。第一季度总存款为3475.2亿美元，市场预测为3521.7亿美元。财报发布后，摩根士丹利盘前跌超2%.","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944692253,"gmtCreate":1681817812172,"gmtModify":1681817817281,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944692253","repostId":"1125440795","repostType":2,"repost":{"id":"1125440795","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":1681817436,"share":"https://ttm.financial/m/news/1125440795?lang=en_US&edition=fundamental","pubTime":"2023-04-18 19:30","market":"us","language":"zh","title":"Lockheed Martin's first-quarter revenue was $15.1 billion, slightly exceeding expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1125440795","media":"老虎资讯综合","summary":"Q1 净利润（亿美元）： 17，预期：15.36，前值：17.33。","content":"<p><html><head></head><body>Lockheed Martin's revenue in the first quarter of 2023 (US $100 million): 151, expected: 150.28, previous value: 149.64.</p><p>Net profit in the first quarter (US $100 million): 17, expected: 15.36, previous value: 17.33.</p><p>First quarter EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market stock price rose rapidly in the short term, turning from falling to rising.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bcce1a714321ac406ff7f02dc397b6f\" title=\"\" tg-width=\"1383\" tg-height=\"764\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lockheed Martin's first-quarter revenue was $15.1 billion, slightly exceeding expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLockheed Martin's first-quarter revenue was $15.1 billion, slightly exceeding expectations\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\">2023-04-18 19:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lockheed Martin's revenue in the first quarter of 2023 (US $100 million): 151, expected: 150.28, previous value: 149.64.</p><p>Net profit in the first quarter (US $100 million): 17, expected: 15.36, previous value: 17.33.</p><p>First quarter EPS: $6.61, expected: $6.057, previous value: $6.44.</p><p>Lockheed Martin's pre-market stock price rose rapidly in the short term, turning from falling to rising.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bcce1a714321ac406ff7f02dc397b6f\" title=\"\" tg-width=\"1383\" tg-height=\"764\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c278da3656f121b0bf93d422677e9201","relate_stocks":{"LMT":"洛克希德马丁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125440795","content_text":"洛克希德马丁2023年一季度营收（亿美元）： 151，预期：150.28，前值：149.64。一季度净利润（亿美元）： 17，预期：15.36，前值：17.33。一季度EPS： $6.61，预期：$6.057，前值：$6.44。洛克希德马丁盘前股价短线快速拉升，由跌转涨。","news_type":1,"symbols_score_info":{"LMT":0.9}},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944348057,"gmtCreate":1681724008880,"gmtModify":1681724012364,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944348057","repostId":"1135442671","repostType":2,"repost":{"id":"1135442671","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":1681206474,"share":"https://ttm.financial/m/news/1135442671?lang=en_US&edition=fundamental","pubTime":"2023-04-11 17:47","market":"us","language":"zh","title":"Financial report preview | How long can Tesla's price reduction dividend last, and will it \"backlash\" itself?","url":"https://stock-news.laohu8.com/highlight/detail?id=1135442671","media":"老虎资讯综合","summary":"特斯拉频繁的降价行动令分析人士更加关注其第一季度的毛利率。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The financial report for the first quarter of 2023 ending March 31 will be released after the market closes on April 19, Eastern Time (April 20, Beijing time).</p><p>In the past 2022, Tesla delivered a total of 1.31 million vehicles worldwide, an increase of 40% compared to 2021; The production volume was 1.37 million vehicles, a year-on-year increase of 47%, but none of them reached the annual growth target of 50%.</p><p><strong>The market currently generally expects the company to have revenue of US $23.46 billion in the first quarter, adjusted profit of US $3.057 billion, and earnings per share of US $0.86.</strong></p><p><p style=\"text-align: justify;\">A stronger-than-expected result would indicate Tesla's \"cost advantage position\" and potential input cost decline, but if Q1 results fall in line or below expectations, it would imply overcapacity or aging products, which would put its stock price at risk. More importantly, frequent price cuts have led analysts to pay more attention to the electric car maker's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Deliveries in the first quarter: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla delivered worldwide in Q1 2023<strong>More than 422,000 vehicles broke the delivery record in a single quarter.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles worldwide and delivered 422,875 units. Among them, Model S and Model X produced 19,437 units and delivered 10,695 units; Production of Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared with the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and deliveries increased by 36% year-on-year, which was 6.69 times the delivery volume in the same period in 2019.</p><p>The delivery report shows that Tesla will continue to transition to \"more balanced mass production for different regional markets\", including Model S/X models that are being shipped to EMEA (Europe/Middle East/Africa) and Asia-Pacific.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's annual sales target of 1.8-2 million vehicles was not bad in the first quarter. But what cannot be ignored is that in the Chinese market, the core position of its production and sales, this year's automobile market is facing more intense competition, and Tesla also needs to respond more flexibly.</p><p>According to industry analysts,<strong>The growth of Tesla's deliveries is closely related to the price cuts at the beginning of this year, and the direct reason for the price cuts is to stimulate demand.</strong>In January this year, Tesla lowered the prices of models on sale in both China and the global market, with an overall drop of 9%.</p><p>On April 6, local time, Tesla once again lowered the prices of its models on sale in the United States, lowering the prices of all models by 2% to 6%. This is the automaker's fifth price cut since January, with the most significant decline in high-end models. The price cut of the more popular Model Y also reached 4% to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of Model 3 and Model Y in Hong Kong on April 15. The largest price adjustment reduction is Model 3 Performance, with a range of as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla previously launched a price war in the United States, which analysts saw as a positive signal of the company's efforts to boost sales.</p><p>According to Tesla's goal, it will increase production by more than 10 times to 20 million vehicles/year by 2030. However, the longest sales cycle of Tesla's Model 3/Y and other models currently on sale is 6-7 years, and there has been no mid-term facelift. As market competition intensifies, Tesla's products are facing more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive factors: new low-end models are on the horizon</strong></p><p>Recently, there has been market news that Tesla is planning a grand production capacity map for its new low-priced models. \"This low-priced model is a small Model Y.\" The source said,<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles for it.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early production capacity strategy, and Tesla is passing on to the industrial chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, of which the super factory in North America will undertake 2 million vehicles, and the Berlin factory in Germany and the Lingang factory in Shanghai will undertake 1 million vehicles respectively. Among the North American factories, the Monterrey factory in Mexico will be the main production capacity of this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's Investor Day, Tesla revealed the Monterrey factory in Mexico. Since then, some media reported that the factory covers an area of nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory. It is also about 20 times the area of the Shanghai factory.</p><p>If a Tesla car sells for 150,000 yuan, it may obviously set off another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavorable factors: U.S. electric vehicle tax rebate policy has changed</strong></p><p><p style=\"text-align: justify;\">Last Friday, the U.S. Treasury Department and the Internal Revenue Service announced new electric vehicle tax credit details. Various car companies found that unless a workaround is found, the result is likely to be:<strong>From April 18, when the new system comes into effect, the tax credits enjoyed by electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said its Mustang Mach-E and E-Transit will be eligible for a $3,750 electric vehicle tax credit starting April 18, down from the current $7,500, after losing half of the tax credits because they did not meet domestic battery purchase requirements.</p><p><p style=\"text-align: justify;\">From April 18, out of the $7,500 tax credit<strong>Half of that will depend on whether the battery components are mainly made in North America</strong>，<strong>The other half depends on whether the battery minerals are mainly sourced from the United States' free trade partners</strong>。 In the next five years, if you want to qualify for tax credits, the proportion of the above-mentioned components and minerals in automobile batteries will be further increased from 50% and 40% respectively.</p><p><strong>Big bank rating</strong></p><p><strong>Wedbush Securities: Outperform Rating, $225 Price Target</strong></p><p>Dan Ives of Wedbush Securities, a well-known Tesla bull analyst, maintained an \"outperform\" rating and a target price of $225 on Tesla stock. He said the Model Y/3 price cuts announced in early 2023 have \"paid handsome dividends\" for Tesla, and demand appears to be stable despite macroeconomic uncertainties. Whether Tesla's automotive gross profit margin can exceed 20% remains a key threshold in the next few quarters.</p><p><strong>Baird: Overweight Rating, $252 Price Target</strong></p><p><p style=\"text-align: left;\">Baird said it believes Tesla will be able to maintain industry-leading operating margins and is best positioned among its automotive peers to weather economic headwinds. Maintain an Overweight rating and $252 price target on Tesla stock.</p><p><strong>Bernstein: Underperform Rating, $150 Price Target</strong></p><p><p style=\"text-align: left;\">Bernstein said that Tesla's price cuts are not surprising, but the timing and details are \"a bit surprising\" and may continue to cut prices in other markets around the world. The agency said the price cuts reflected Tesla's need to stimulate market demand. Maintain an underperform rating and a $150 price target on Tesla stock.</p><p><strong>Wolfe Research: Peer Performance Rating</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while the U.S. price cuts may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company said investors may have underestimated the new investment in Tesla Energy. Maintaining a Peer Perform rating on Tesla stock, investors should not be surprised if the price cut triggers a negative short-term reaction to the stock price.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Financial report preview | How long can Tesla's price reduction dividend last, and will it \"backlash\" itself?</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\">\nFinancial report preview | How long can Tesla's price reduction dividend last, and will it \"backlash\" itself?\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\">2023-04-11 17:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The financial report for the first quarter of 2023 ending March 31 will be released after the market closes on April 19, Eastern Time (April 20, Beijing time).</p><p>In the past 2022, Tesla delivered a total of 1.31 million vehicles worldwide, an increase of 40% compared to 2021; The production volume was 1.37 million vehicles, a year-on-year increase of 47%, but none of them reached the annual growth target of 50%.</p><p><strong>The market currently generally expects the company to have revenue of US $23.46 billion in the first quarter, adjusted profit of US $3.057 billion, and earnings per share of US $0.86.</strong></p><p><p style=\"text-align: justify;\">A stronger-than-expected result would indicate Tesla's \"cost advantage position\" and potential input cost decline, but if Q1 results fall in line or below expectations, it would imply overcapacity or aging products, which would put its stock price at risk. More importantly, frequent price cuts have led analysts to pay more attention to the electric car maker's gross profit margin in the first quarter.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f14e3cd0b9cf7c3134cc1be1537b19\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Deliveries in the first quarter: Is the price reduction effect sustainable?</strong></p><p><p style=\"text-align: justify;\">Tesla delivered worldwide in Q1 2023<strong>More than 422,000 vehicles broke the delivery record in a single quarter.</strong></p><p>The report shows that in the first quarter of 2023, Tesla produced 440,808 electric vehicles worldwide and delivered 422,875 units. Among them, Model S and Model X produced 19,437 units and delivered 10,695 units; Production of Model 3 and Model Y was 421,371 units, and deliveries were 412,180 units.</p><p>Compared with the same period last year, Tesla's total production in the first quarter increased by 44% year-on-year, and deliveries increased by 36% year-on-year, which was 6.69 times the delivery volume in the same period in 2019.</p><p>The delivery report shows that Tesla will continue to transition to \"more balanced mass production for different regional markets\", including Model S/X models that are being shipped to EMEA (Europe/Middle East/Africa) and Asia-Pacific.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206ca2a9f22472a9e476b926b9c14c33\" title=\"\" tg-width=\"690\" tg-height=\"365\"/></p><p><p style=\"text-align: justify;\">Musk's annual sales target of 1.8-2 million vehicles was not bad in the first quarter. But what cannot be ignored is that in the Chinese market, the core position of its production and sales, this year's automobile market is facing more intense competition, and Tesla also needs to respond more flexibly.</p><p>According to industry analysts,<strong>The growth of Tesla's deliveries is closely related to the price cuts at the beginning of this year, and the direct reason for the price cuts is to stimulate demand.</strong>In January this year, Tesla lowered the prices of models on sale in both China and the global market, with an overall drop of 9%.</p><p>On April 6, local time, Tesla once again lowered the prices of its models on sale in the United States, lowering the prices of all models by 2% to 6%. This is the automaker's fifth price cut since January, with the most significant decline in high-end models. The price cut of the more popular Model Y also reached 4% to $52,990.</p><p>At the same time, Tesla also announced that it will adjust the prices of Model 3 and Model Y in Hong Kong on April 15. The largest price adjustment reduction is Model 3 Performance, with a range of as much as 14.7%.</p><p><p style=\"text-align: justify;\">Tesla previously launched a price war in the United States, which analysts saw as a positive signal of the company's efforts to boost sales.</p><p>According to Tesla's goal, it will increase production by more than 10 times to 20 million vehicles/year by 2030. However, the longest sales cycle of Tesla's Model 3/Y and other models currently on sale is 6-7 years, and there has been no mid-term facelift. As market competition intensifies, Tesla's products are facing more severe challenges.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44ed93f64aaf0be3e65df77daffd77f9\" title=\"\" tg-width=\"597\" tg-height=\"712\"/></p><p><strong>Positive factors: new low-end models are on the horizon</strong></p><p>Recently, there has been market news that Tesla is planning a grand production capacity map for its new low-priced models. \"This low-priced model is a small Model Y.\" The source said,<strong>\"Tesla is building an annual production capacity plan of up to 4 million vehicles for it.\"</strong></p><p><p style=\"text-align: justify;\">It is understood that this is an early production capacity strategy, and Tesla is passing on to the industrial chain:<strong>The production capacity of 4 million vehicles will be distributed in factories around the world, of which the super factory in North America will undertake 2 million vehicles, and the Berlin factory in Germany and the Lingang factory in Shanghai will undertake 1 million vehicles respectively. Among the North American factories, the Monterrey factory in Mexico will be the main production capacity of this new model.</strong></p><p><p style=\"text-align: justify;\">At this year's Investor Day, Tesla revealed the Monterrey factory in Mexico. Since then, some media reported that the factory covers an area of nearly 4,200 acres, which is 68% more than the 2,500 acres of the Texas factory. It is also about 20 times the area of the Shanghai factory.</p><p>If a Tesla car sells for 150,000 yuan, it may obviously set off another sales frenzy.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d883a08243beba49992da0458236253e\" title=\"\" tg-width=\"640\" tg-height=\"430\"/></p><p><strong>Unfavorable factors: U.S. electric vehicle tax rebate policy has changed</strong></p><p><p style=\"text-align: justify;\">Last Friday, the U.S. Treasury Department and the Internal Revenue Service announced new electric vehicle tax credit details. Various car companies found that unless a workaround is found, the result is likely to be:<strong>From April 18, when the new system comes into effect, the tax credits enjoyed by electric vehicles will be significantly reduced.</strong></p><p><p style=\"text-align: justify;\">Ford said its Mustang Mach-E and E-Transit will be eligible for a $3,750 electric vehicle tax credit starting April 18, down from the current $7,500, after losing half of the tax credits because they did not meet domestic battery purchase requirements.</p><p><p style=\"text-align: justify;\">From April 18, out of the $7,500 tax credit<strong>Half of that will depend on whether the battery components are mainly made in North America</strong>，<strong>The other half depends on whether the battery minerals are mainly sourced from the United States' free trade partners</strong>。 In the next five years, if you want to qualify for tax credits, the proportion of the above-mentioned components and minerals in automobile batteries will be further increased from 50% and 40% respectively.</p><p><strong>Big bank rating</strong></p><p><strong>Wedbush Securities: Outperform Rating, $225 Price Target</strong></p><p>Dan Ives of Wedbush Securities, a well-known Tesla bull analyst, maintained an \"outperform\" rating and a target price of $225 on Tesla stock. He said the Model Y/3 price cuts announced in early 2023 have \"paid handsome dividends\" for Tesla, and demand appears to be stable despite macroeconomic uncertainties. Whether Tesla's automotive gross profit margin can exceed 20% remains a key threshold in the next few quarters.</p><p><strong>Baird: Overweight Rating, $252 Price Target</strong></p><p><p style=\"text-align: left;\">Baird said it believes Tesla will be able to maintain industry-leading operating margins and is best positioned among its automotive peers to weather economic headwinds. Maintain an Overweight rating and $252 price target on Tesla stock.</p><p><strong>Bernstein: Underperform Rating, $150 Price Target</strong></p><p><p style=\"text-align: left;\">Bernstein said that Tesla's price cuts are not surprising, but the timing and details are \"a bit surprising\" and may continue to cut prices in other markets around the world. The agency said the price cuts reflected Tesla's need to stimulate market demand. Maintain an underperform rating and a $150 price target on Tesla stock.</p><p><strong>Wolfe Research: Peer Performance Rating</strong></p><p><p style=\"text-align: left;\">Wolfe Research analyst Rod Lache said that while the U.S. price cuts may raise questions about demand for cars, Tesla \"will significantly reduce costs in the future.\" The company said investors may have underestimated the new investment in Tesla Energy. Maintaining a Peer Perform rating on Tesla stock, investors should not be surprised if the price cut triggers a negative short-term reaction to the stock price.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135442671","content_text":"特斯拉将于美国东部时间4月19日收盘后（北京时间4月20日）发布截至3月31日的2023年第一季度财报。在过去的2022年，特斯拉全球共计交付汽车131万辆，相比2021年增长40%；生产量为137万辆，同比增长47%，但均未达到50%的年增长量目标。市场目前普遍预计该公司一季度的营收为234.6亿美元，调整后利润为30.57亿美元，每股收益为0.86美元。强于预期的结果将表明特斯拉的“成本优势地位”和潜在的投入成本下降，但如果第一季度的结果与预期持平或低于预期，则意味着产能过剩或产品老化，这将使其股价面临风险。尤其重要的是，频繁的降价行动令分析人士更加关注这家电动汽车制造商一季度的毛利率情况。一季度交付量：降价效应可持续吗？特斯拉2023年第一季度在全球交付超过42.2万辆汽车，打破了单季度的交付纪录。报告显示，2023年第一季度，特斯拉在全球生产电动车440808台，交付422875台。其中，Model S和Model X生产19437台，交付10695台；Model 3和Model Y的产量为421371台，交付量为412180台。与去年同期相比，特斯拉第一季度总产量同比增长44%，交付量同比增长36%，是2019年同期交付量的6.69倍。交付报告中显示，特斯拉将继续向“针对不同区域市场更加均衡的批量生产”过渡，其中包括正在运往EMEA地区（欧洲/中东/非洲)以及亚太地区的Model S/X车型。马斯克定下的全年180-200万辆的销量目标，第一季度完成得不差。但不容忽视的是，在其产销的核心阵地——中国市场，今年的汽车市场正迎来更为激烈的竞争，特斯拉也需要更灵活地应对。业内分析认为，特斯拉交付量增长与今年年初的降价活动密切相关，而降价的直接原因则是为了刺激需求。今年1月，特斯拉在中国和全球市场均调低了在售车型价格，整体降幅达到9%。当地时间4月6日，特斯拉再次下调了其美国在售车型的售价，将所有车型的价格下调了2%至6%，这是该汽车制造商自1月份以来的第五次降价，其中高端车型的降幅最为显著。较受欢迎的Model Y降价幅度也达到了4%，降至52990美元。与此同时，特斯拉还宣布将于4月15日调整香港地区Model 3和Model Y的售价，价格调整减幅最大的是Model 3 Performance，幅度多达14.7%。此前特斯拉发起在美国的价格战，分析师们都将其视为该公司努力提振销量的积极信号。根据特斯拉的目标，到2030年将产量提高10倍以上，达到2000万辆/年。不过，目前特斯拉在售的Model 3/Y等车型最长销售周期达6-7年，且一直没有进行中期改款。随着市场竞争的加剧，特斯拉的产品面临着更为严峻的挑战。积极因素：新低级车型呼之欲出最近传出市场消息，特斯拉正在为其新的低价车型，规划一副宏大的产能版图。“这款低价车型是一个小号Model Y。”消息人士称，“特斯拉正在为其构建一个高达400万辆的年产能计划。”据了解这是一项早期的产能策略，特斯拉正在向产业链传递：400万辆产能会分布在全球工厂，其中，北美的超级工厂将承担200万辆，德国柏林工厂和上海临港工厂分别承担100万辆。而在北美工厂当中，墨西哥的蒙特雷工厂会是这款新车型的产能主力。在今年投资者日上，特斯拉揭秘了墨西哥的蒙特雷工厂，此后，有媒体报道称，该工厂占地近4200英亩，这比德克萨斯州工厂的2500英亩多出68%，也是上海工厂面积的约20倍。如果一款特斯拉汽车卖到15万元，显然可能再次掀起销量狂潮。不利因素：美国电动车退税政策再生变上周五，美国财政部和国税局公布了新的电动汽车税收抵免细则，各家车企发现，除非找到变通方法，否则结果很可能是：从4月18日新制度生效起，电动汽车享受的税收抵免将大幅减少。福特公司表示，从4月18日开始，其 Mustang Mach-E 和 E-Transit 将有资格获得3750美元的电动汽车税收抵免，低于目前的 7500 美元，因为不符合国内电池采购要求而损失了一半的税收抵免。从4月18日起，7500美元的税收抵免额中有一半将取决于电池组件是否主要由北美制造，另一半取决于电池矿物是否主要来源于美国的自自由贸易伙伴。未来五年，想要符合税收抵免资格，汽车电池中上述组件及矿物占比将分别从50%和40%进一步提高。大行评级韦德布什证券：跑赢大盘评级，目标价225美元知名特斯拉多头分析师、韦德布什证券公司的丹·艾夫斯维持对特斯拉股票的“跑赢大盘”评级和225美元的目标价。他表示，2023年初宣布的Model Y/3降价为特斯拉“带来了丰厚的红利”，尽管宏观经济不确定，但需求似乎很稳定。未来几个季度，特斯拉的汽车毛利率能否超过20%仍是关键门槛。贝尔德：增持评级，目标价252美元贝尔德表示，相信特斯拉将能够保持行业领先的营业利润率，并且在汽车同行中处于最佳位置以抵御经济逆风。维持对特斯拉股票的增持评级和252美元的目标价。伯恩斯坦：表现不佳评级，150美元目标价伯恩斯坦表示，特斯拉降价并不令人意外，但时间和细节“有点令人惊讶”，可能在全球其它市场继续降价。该机构表示，降价反映了特斯拉刺激市场需求的需要。维持特斯拉股票的表现不佳评级和150美元的目标价。Wolfe Research：同业表现评级Wolfe Research 分析师 Rod Lache 表示，虽然美国的降价可能会引发对汽车需求的质疑，但特斯拉“未来会大幅降低成本”。该公司表示，投资者可能低估了对特斯拉能源的新投资。保持对特斯拉股票的同业表现评级，如果降价引发股价负面短期反应，投资者不应感到惊讶。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944993356,"gmtCreate":1681658833976,"gmtModify":1681658837690,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944993356","repostId":"1102189876","repostType":2,"repost":{"id":"1102189876","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1681641413,"share":"https://ttm.financial/m/news/1102189876?lang=en_US&edition=fundamental","pubTime":"2023-04-16 18:36","market":"sh","language":"zh","title":"Don't miss this bull market","url":"https://stock-news.laohu8.com/highlight/detail?id=1102189876","media":"格隆汇投资学苑","summary":"经济似乎还略显冷意，但股市已经迫不及待要热起来。经过一个多月的调整，上周五上证指数再一次逼近3月7日的高位，并显示要突破的态势，而A股成交额更是连续9个交易日超越1万亿。无独有偶，即使是深受美国经济衰","content":"<p><html><head></head><body>The economy still seems a little chilly, but the stock market can't wait to heat up.</p><p>After more than a month's adjustment, the Shanghai Composite Index once again approached the high of March 7th last Friday, showing a breakthrough trend, and the turnover of A shares exceeded 1 trillion for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P index, which is deeply affected by the U.S. economic recession, has quietly approached its February 2nd high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the most sensitive sense of smell, and capital will not deceive people. The fact that it continues to attack upward has already explained the problem.</p><p>That's our simple view of the market in 2023:<strong>Don't miss this bull run.</strong></p><p><strong>Macroscopic surface</strong></p><p>Every bull market occurs, with a super trough as the premise.</p><p>What a trough 2022 is, every investor can feel it. With repeated epidemics, economic downturn, constant external wars, and crazy rate hike, the capital market is really miserable.</p><p>But everything will come to an end, and several big macro risks have basically reversed or are about to reverse. The first is the Russia-Ukraine war, the capital market has long been blunted, and the second is that the epidemic has become irrelevant. The only thing that is bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, the end of this is clearly visible, only the official announcement of the May meeting is missing.</p><p>There are two basic factors affecting the stock market, one is<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>Domestic economic fundamentals, recovery is a foregone conclusion,</strong>On the surface, the domestic macroeconomic data doesn't seem to be too exciting, but signs of improvement are showing step by step, especially at the consumption level. \"May Day\" is approaching, and the reservation data of tourist air tickets and hotels strengthen the logic of consumption recovery. Now the market is waiting for the macroeconomic data for the first quarter of 2023 to be released two days later. Considering that there was a round of national infections after the epidemic was released at the beginning of the year, the data may not be very strong, but it is basically foreseeable. This should be regarded as the bottom of this year.</p><p><strong>Externally, there is a high probability that the U.S. economic recession will occur.</strong>It will have a negative effect on China's exports. Because as China's third largest trading partner, under such difficult circumstances in 2022, China's exports to the United States are still as high as US $536.8 billion. However, China itself is also expanding its ties with other economies around the world, trying to hedge the negative influence of the United States. In the long run, even if the U.S. recession is scheduled, according to the forecast of Fed officials, the impact will mainly be this year, and it will recover in the next two years. Therefore, it will basically be fine to survive this year.</p><p>As for China's economic fundamentals, there will indeed be some disturbances in the short term, but there is really no reason to be pessimistic in the medium and long term, and it is impossible to drop to last year's low. Even if some deep-seated problems, such as the game between big powers and technological innovation, will not be solved immediately, fortunately, these problems will not worsen again, and the country is trying to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained at a low level, only 0.7% in March, which seems to indicate that the economy still needs a stronger recovery, but on the other hand, it adds more possibilities to stimulate the economy and continue to loosen money.</strong>In fact, the monetary level has seen obvious easing, especially the social financing and M2 data released not long ago, but it takes time to transmit from the monetary level to the economy. In addition, the aggressive rate hike of the Federal Reserve is coming to an end step by step, which also provides more room for our monetary policy to display.</p><p>The macro economy is in the recovery channel, the general direction of liquidity is loose, and the stock market is bullish, which has the most basic support.</p><p><strong>Microscopic plane</strong></p><p>At the micro level, it is mainly the profit of enterprises, which coincides with the collective disclosure of the quarterly report of listed companies.</p><p>As of today, more than 200 A-share companies have disclosed their first-quarter performance forecasts. Among them, consumer stocks Langzi and Yanjing Beer have grown very strongly. Among them, the net profit attributable to the parent company of Langzi has increased by 377-566 times year-on-year, and Yanjing Beer has increased by 71-75 times year-on-year. Although it seems extreme, it also represents the strong rebound of consumer stocks from being suppressed by the epidemic last year to the release of the epidemic this year. And<strong>Technology stocks represented by semiconductors also showed a strong growth trend.</strong>A typical example is North Huachuang, a semiconductor equipment manufacturer, whose net profit attributable to the parent company is expected to increase by 1.71--2 times year-on-year.</p><p>In the article at the beginning of the year, we mentioned investment opportunities in semiconductors many times, but at that time, it was mainly based on the fact that the inventory cycle of semiconductors bottomed out in the first half of this year and entered an upward channel in the second half of this year, speculating on the logic of cycle reversal. The subsequent chatGPT craze has accelerated the cycle reversal of semiconductors. More importantly, the popularity of chatGPT also marks that a new round of technological revolution led by AI has entered the fast lane, which can be compared to mechanization, electrification and informatization. Moreover, the technological revolution larger than them has brought new growth space to the technology industry including semiconductors, and the prelude to a new blue ocean has slowly unfolded.</p><p>This is also the reason why we keep repeating the main line of investment this year, and the digital economy must be the biggest one.</p><p>In the past, China basically followed others in science and technology, but this time, China is the most promising leader, because the digital economy has been established as an industry that the country focuses on developing and supporting. More importantly, China's strength in the digital economy has been greatly improved. Even though there is still a gap with the United States in some key technical fields, compared with most countries in the world, its advantages are still obvious.</p><p>Although there are many companies with rubbing concepts in A-shares, on the whole, in this technological revolution, there is a high probability that there will be corresponding real bull stocks in China, which undoubtedly provides a greater possibility for the stock market to go bull. At least from the perspective of funds, this technological revolution with broad growth prospects and expected returns can easily attract incremental funds into the stock market.</p><p>As investors, you need to pay more attention to this quarterly report, because it will not only confirm the recovery of the domestic economy, but also become an important basis for predicting the next economy and the performance of listed companies, and it will also be evidence to verify the entry of incremental funds into the stock market. Although it has not yet been fully announced, it is not advisable to draw premature conclusions, but given that there is no epidemic disturbance this year, at least it is certain that overall compared with the same period last year, it will only be better than worse.</p><p>And if the final result is indeed like this, it is only a matter of time before the Shanghai Stock Exchange breaks through the previous month's high.</p><p><strong>There is no suspense in the bullish market outlook</strong></p><p>There is a famous saying in the investment world:<strong>The future is more important than the past.</strong></p><p>It means that the stock market is rising or falling, and the most important thing is expectation.</p><p>In the past year on review, there is one thing that the author has experienced the most deeply. It happened in October last year. U.S. stocks fell to the low point of the year, and A-share Hong Kong stocks also bottomed out that month.</p><p>If you look at it from a simple linear thinking, the federal interest rate in the United States was not very high at that time, and the economy was still very strong, but why did it fall to a low level early? However, the pressure of the domestic epidemic situation and the economic pressure are so great that there was even a crisis of confidence in foreign capital. The rapid decline is understandable, but why did it rebound strongly within a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic, that is, it responds to the real economy in advance. This reaction usually takes half a year, and the process will be affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Sino-US stock markets in October last year was affected by this law, and now it has been verified step by step. First of all, the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly half a year from October last year; Secondly, China. That rapid decline did play a role in bottoming out in advance. Of course, the release of the epidemic in November was the most important factor in the rebound of the stock market. If the lockdown continues, the rebound will not come so soon.</p><p>But no matter what, if you want the stock market, whether it is A-shares, Hong Kong stocks or U.S. stocks, to return to the bottom of last year, the possibility is not high. Not to mention the domestic economy recovering and loose liquidity, even if U.S. stocks enter the \"profit-killing\" stage, unless the performance of listed companies collapses on a large scale, it is difficult to happen. When bank stocks thundered in March, it triggered a round of panic, but so far, there has been no expected collapse. Instead, the performance of big banks like JPMorgan Chase has increased significantly. In terms of indexes, the most injured Dow Jones has a volatility of around 10%, while the Nasdaq and S&P 500 are far below 10%, and all three major indexes have fully recovered their losses in March and rose a lot.</p><p>It can be said that the biggest macro risk now is only the economic recession in the United States. If the stock market reflects the future characteristics in advance, the current trading will be half a year later. In other words, the stock market is pricing in a recession half a year from now. Of course, whether it is fully priced remains to be announced by other economic, listed company data, and follow-up policies. If these data fall beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can be flat, but if it improves beyond expectations, A rebound will happen at any time.</p><p>If we use the two factors mentioned above-economic fundamentals and liquidity, the liquidity crunch of U.S. stocks is basically priced by the market, and the only difference is to wait for the economy to bottom out. China's situation is even better, because our economic fundamentals have bottomed out and are in the recovery stage.</p><p><strong>epilogue</strong></p><p>If last year was the collapse moment of the global capital market, then this year's upward resonance of the global capital market should be the most anticipated and highly likely thing.</p><p>Looking at it now, the signs of a bullish market outlook may not be obvious, because except for the AI sector, other sectors are still relatively low-key, requiring some catalytic factors and taking some time. But just as the wind starts at the end of Qingping and the waves become between slight waves, the stock market will not directly tell you that the bull market is coming, but since the expectations for the future are good and the valuation is at a low level, it is a good thing to keep a low profile. This is equivalent to giving investors the opportunity to get on the bus. If it has gone wild, there is no chance.</p><p>Chinese people often say that it is extremely prosperous, and the same is true in the stock market. If one sentence is enough for the investment strategy of this year's stock market, it is:</p><p><strong>Don't miss this bull run!</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't miss this bull market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't miss this bull market\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2023-04-16 18:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The economy still seems a little chilly, but the stock market can't wait to heat up.</p><p>After more than a month's adjustment, the Shanghai Composite Index once again approached the high of March 7th last Friday, showing a breakthrough trend, and the turnover of A shares exceeded 1 trillion for nine consecutive trading days.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf2ddeaaf9c0cf410a1d4bebe3f835e3\" tg-width=\"560\" tg-height=\"240\"/></p><p>Coincidentally, even the S&P index, which is deeply affected by the U.S. economic recession, has quietly approached its February 2nd high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/182ff406e03a8e27b8016acc2b1653c4\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock market has the most sensitive sense of smell, and capital will not deceive people. The fact that it continues to attack upward has already explained the problem.</p><p>That's our simple view of the market in 2023:<strong>Don't miss this bull run.</strong></p><p><strong>Macroscopic surface</strong></p><p>Every bull market occurs, with a super trough as the premise.</p><p>What a trough 2022 is, every investor can feel it. With repeated epidemics, economic downturn, constant external wars, and crazy rate hike, the capital market is really miserable.</p><p>But everything will come to an end, and several big macro risks have basically reversed or are about to reverse. The first is the Russia-Ukraine war, the capital market has long been blunted, and the second is that the epidemic has become irrelevant. The only thing that is bad now is the global rate hike, especially the official end of the Federal Reserve. Fortunately, the end of this is clearly visible, only the official announcement of the May meeting is missing.</p><p>There are two basic factors affecting the stock market, one is<strong>Economic fundamentals,</strong>One is<strong>Liquidity.</strong></p><p><strong>Domestic economic fundamentals, recovery is a foregone conclusion,</strong>On the surface, the domestic macroeconomic data doesn't seem to be too exciting, but signs of improvement are showing step by step, especially at the consumption level. \"May Day\" is approaching, and the reservation data of tourist air tickets and hotels strengthen the logic of consumption recovery. Now the market is waiting for the macroeconomic data for the first quarter of 2023 to be released two days later. Considering that there was a round of national infections after the epidemic was released at the beginning of the year, the data may not be very strong, but it is basically foreseeable. This should be regarded as the bottom of this year.</p><p><strong>Externally, there is a high probability that the U.S. economic recession will occur.</strong>It will have a negative effect on China's exports. Because as China's third largest trading partner, under such difficult circumstances in 2022, China's exports to the United States are still as high as US $536.8 billion. However, China itself is also expanding its ties with other economies around the world, trying to hedge the negative influence of the United States. In the long run, even if the U.S. recession is scheduled, according to the forecast of Fed officials, the impact will mainly be this year, and it will recover in the next two years. Therefore, it will basically be fine to survive this year.</p><p>As for China's economic fundamentals, there will indeed be some disturbances in the short term, but there is really no reason to be pessimistic in the medium and long term, and it is impossible to drop to last year's low. Even if some deep-seated problems, such as the game between big powers and technological innovation, will not be solved immediately, fortunately, these problems will not worsen again, and the country is trying to break through step by step.</p><p><strong>In terms of liquidity, China's CPI remained at a low level, only 0.7% in March, which seems to indicate that the economy still needs a stronger recovery, but on the other hand, it adds more possibilities to stimulate the economy and continue to loosen money.</strong>In fact, the monetary level has seen obvious easing, especially the social financing and M2 data released not long ago, but it takes time to transmit from the monetary level to the economy. In addition, the aggressive rate hike of the Federal Reserve is coming to an end step by step, which also provides more room for our monetary policy to display.</p><p>The macro economy is in the recovery channel, the general direction of liquidity is loose, and the stock market is bullish, which has the most basic support.</p><p><strong>Microscopic plane</strong></p><p>At the micro level, it is mainly the profit of enterprises, which coincides with the collective disclosure of the quarterly report of listed companies.</p><p>As of today, more than 200 A-share companies have disclosed their first-quarter performance forecasts. Among them, consumer stocks Langzi and Yanjing Beer have grown very strongly. Among them, the net profit attributable to the parent company of Langzi has increased by 377-566 times year-on-year, and Yanjing Beer has increased by 71-75 times year-on-year. Although it seems extreme, it also represents the strong rebound of consumer stocks from being suppressed by the epidemic last year to the release of the epidemic this year. And<strong>Technology stocks represented by semiconductors also showed a strong growth trend.</strong>A typical example is North Huachuang, a semiconductor equipment manufacturer, whose net profit attributable to the parent company is expected to increase by 1.71--2 times year-on-year.</p><p>In the article at the beginning of the year, we mentioned investment opportunities in semiconductors many times, but at that time, it was mainly based on the fact that the inventory cycle of semiconductors bottomed out in the first half of this year and entered an upward channel in the second half of this year, speculating on the logic of cycle reversal. The subsequent chatGPT craze has accelerated the cycle reversal of semiconductors. More importantly, the popularity of chatGPT also marks that a new round of technological revolution led by AI has entered the fast lane, which can be compared to mechanization, electrification and informatization. Moreover, the technological revolution larger than them has brought new growth space to the technology industry including semiconductors, and the prelude to a new blue ocean has slowly unfolded.</p><p>This is also the reason why we keep repeating the main line of investment this year, and the digital economy must be the biggest one.</p><p>In the past, China basically followed others in science and technology, but this time, China is the most promising leader, because the digital economy has been established as an industry that the country focuses on developing and supporting. More importantly, China's strength in the digital economy has been greatly improved. Even though there is still a gap with the United States in some key technical fields, compared with most countries in the world, its advantages are still obvious.</p><p>Although there are many companies with rubbing concepts in A-shares, on the whole, in this technological revolution, there is a high probability that there will be corresponding real bull stocks in China, which undoubtedly provides a greater possibility for the stock market to go bull. At least from the perspective of funds, this technological revolution with broad growth prospects and expected returns can easily attract incremental funds into the stock market.</p><p>As investors, you need to pay more attention to this quarterly report, because it will not only confirm the recovery of the domestic economy, but also become an important basis for predicting the next economy and the performance of listed companies, and it will also be evidence to verify the entry of incremental funds into the stock market. Although it has not yet been fully announced, it is not advisable to draw premature conclusions, but given that there is no epidemic disturbance this year, at least it is certain that overall compared with the same period last year, it will only be better than worse.</p><p>And if the final result is indeed like this, it is only a matter of time before the Shanghai Stock Exchange breaks through the previous month's high.</p><p><strong>There is no suspense in the bullish market outlook</strong></p><p>There is a famous saying in the investment world:<strong>The future is more important than the past.</strong></p><p>It means that the stock market is rising or falling, and the most important thing is expectation.</p><p>In the past year on review, there is one thing that the author has experienced the most deeply. It happened in October last year. U.S. stocks fell to the low point of the year, and A-share Hong Kong stocks also bottomed out that month.</p><p>If you look at it from a simple linear thinking, the federal interest rate in the United States was not very high at that time, and the economy was still very strong, but why did it fall to a low level early? However, the pressure of the domestic epidemic situation and the economic pressure are so great that there was even a crisis of confidence in foreign capital. The rapid decline is understandable, but why did it rebound strongly within a few days? Shouldn't it continue to fall?</p><p><strong>In fact, the stock market has another characteristic, that is, it responds to the real economy in advance. This reaction usually takes half a year, and the process will be affected by other factors, which can be accelerated or slowed down.</strong></p><p>The bottom of the Sino-US stock markets in October last year was affected by this law, and now it has been verified step by step. First of all, the rate hike behavior of the United States. If it ends as scheduled in May this year, it will be exactly half a year from October last year; Secondly, China. That rapid decline did play a role in bottoming out in advance. Of course, the release of the epidemic in November was the most important factor in the rebound of the stock market. If the lockdown continues, the rebound will not come so soon.</p><p>But no matter what, if you want the stock market, whether it is A-shares, Hong Kong stocks or U.S. stocks, to return to the bottom of last year, the possibility is not high. Not to mention the domestic economy recovering and loose liquidity, even if U.S. stocks enter the \"profit-killing\" stage, unless the performance of listed companies collapses on a large scale, it is difficult to happen. When bank stocks thundered in March, it triggered a round of panic, but so far, there has been no expected collapse. Instead, the performance of big banks like JPMorgan Chase has increased significantly. In terms of indexes, the most injured Dow Jones has a volatility of around 10%, while the Nasdaq and S&P 500 are far below 10%, and all three major indexes have fully recovered their losses in March and rose a lot.</p><p>It can be said that the biggest macro risk now is only the economic recession in the United States. If the stock market reflects the future characteristics in advance, the current trading will be half a year later. In other words, the stock market is pricing in a recession half a year from now. Of course, whether it is fully priced remains to be announced by other economic, listed company data, and follow-up policies. If these data fall beyond expectations, the stock market will still follow suit. If it meets expectations, the stock market can be flat, but if it improves beyond expectations, A rebound will happen at any time.</p><p>If we use the two factors mentioned above-economic fundamentals and liquidity, the liquidity crunch of U.S. stocks is basically priced by the market, and the only difference is to wait for the economy to bottom out. China's situation is even better, because our economic fundamentals have bottomed out and are in the recovery stage.</p><p><strong>epilogue</strong></p><p>If last year was the collapse moment of the global capital market, then this year's upward resonance of the global capital market should be the most anticipated and highly likely thing.</p><p>Looking at it now, the signs of a bullish market outlook may not be obvious, because except for the AI sector, other sectors are still relatively low-key, requiring some catalytic factors and taking some time. But just as the wind starts at the end of Qingping and the waves become between slight waves, the stock market will not directly tell you that the bull market is coming, but since the expectations for the future are good and the valuation is at a low level, it is a good thing to keep a low profile. This is equivalent to giving investors the opportunity to get on the bus. If it has gone wild, there is no chance.</p><p>Chinese people often say that it is extremely prosperous, and the same is true in the stock market. If one sentence is enough for the investment strategy of this year's stock market, it is:</p><p><strong>Don't miss this bull run!</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{".SPX":"S&P 500 Index","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102189876","content_text":"经济似乎还略显冷意，但股市已经迫不及待要热起来。经过一个多月的调整，上周五上证指数再一次逼近3月7日的高位，并显示要突破的态势，而A股成交额更是连续9个交易日超越1万亿。无独有偶，即使是深受美国经济衰退影响的标普指数，也已经悄无声息地逼近2月2日的高位。股市的嗅觉最灵敏，资本也不会骗人，持续向上攻的事实，已经说明问题。那就是我们对于2023年市场的一个简单观点：不要错过这一轮牛市。宏观面每一轮牛市的发生，都有一个超级低谷作为前提。2022年是何等的低谷，每一个投资者都能感受得到。疫情反复、经济下滑，外围战事不断、加息疯狂，资本市场真的是苦不堪言。但任何事都会有了结的时刻，几个大的宏观风险，现在基本已经或者即将反转。首先是俄乌战争，资本市场早已钝化，其次是疫情也已经无关痛痒，现在唯一差的，就是全球的加息，尤其是美联储的正式结束。幸运的是，这个结束已经清晰可见，只差5月份会议的官宣。影响股市的两个基本因素，一个是经济基本面，一个是流动性。国内的经济基本面，复苏已成定局，表面上看国内的宏观经济数据似乎并没有太令人激动，但好转的迹象正在一步步呈现，特别是消费层面，“五一”将至，旅游机票酒店的预定数据增强了消费回暖的逻辑。现在市场都在等待两天后公布的2023年一季度的宏观经济数据，考虑到年初疫情放开后出现过一轮全民感染，数据未必很强劲，但基本也可以预见，这应该算是今年的底部了。外围方面，美国经济衰退大概率会出现，对于中国出口会有负面作用。因为作为中国第三大贸易伙伴，2022年如此艰难的情况下，中国出口美国依然高达5368亿美元。不过，中国本身也在扩大和全球其他经济体的联系，努力对冲美国的负面影响。而拉长时间看，即使美国衰退预约而至，根据美联储官员的预计，影响主要在今年，明后两年会走向复苏。所以，熬过今年基本也就没事了。对于中国经济基本面，短期看确实会有一些扰动，但中长期确实没有理由悲观，也不可能再下探到去年的低位。即使一些深层次的问题，例如大国博弈、科技创新，不会马上得到解决，可幸的是，这些问题也不至于再度恶化，而且国家也在努力一步步突围。流动性方面，中国的CPI维持在较低的位置，3月份只有0.7%，这似乎预示着经济仍有待更强劲的复苏，但反过来说，为刺激经济以及继续宽松货币增加更多的可能性。实际上，货币层面已经看到明显的宽松，特别是不久前公布的社融、M2数据，只不过从货币层面到经济的传导需要时间。另外，美联储的激进加息一步步走向终结，也为我们的货币政策提供更多的施展空间。宏观经济处于复苏通道，流动性的大方向是宽松，股市走牛，就有了最基本的支持。微观面微观层面，主要是企业的盈利，恰逢上市公司集体披露一季报。截至今天，A股披露一季度业绩预告的公司超过200家，其中消费股的朗姿股份、燕京啤酒增长非常强劲，其中朗姿股份归母净利润同比增长达到377-566倍，燕京啤酒同比增长71-75倍。虽然看上去极端，但也代表了消费股从去年被疫情压制，到今年放开疫情后强势的反弹态势。而以半导体为代表的科技股，同样显示出强劲的增长态势。典型的是半导体设备商北方华创，预计归母净利润同比增长1.71--2倍。在年初的文章中，我们就多次提及半导体的投资机会，不过彼时主要是基于半导体的库存周期在今年上半年见底，下半年进入上升通道，炒的是周期反转的逻辑。其后出现的chatGPT热潮，加速了半导体的周期反转，更重要的是，chatGPT的大热，也标志着以AI为首的新一轮技术革命进入快车道，这个可以比肩机械化、电气化和信息化，而且比它们规模更大的技术革命，给包括半导体在内的科技行业带来新的增长空间，一个新的蓝海序幕已经徐徐展开。这也是我们不断重复今年的投资主线，数字经济必定是最大的一个的理由。如果说以往中国在科技方面基本都是跟着别人走，但这一次，中国是最有希望成为其中一位领跑者，因为数字经济已经被确立为国家重点发展和扶持的产业，更重要的是，中国在数字经济方面的实力已经大大提高，即使在一些关键技术领域和美国尚有差距，但和全球大部分国家相比，优势还是很明显。虽然A股上也存在不少蹭概念的公司，但总体上看，这一个技术革命，中国出现相对应的真牛股是大概率的，这无疑也为股市走牛提供了更大的可能性。至少从资金面上看，这种拥有广阔增长前景和预期收益的技术革命，是很容易吸引增量资金进入股市的。作为投资者，需要更多地关注这一次的季报，因为这不但会印证国内经济的复苏程度，也会成为预测接下来经济以及上市公司业绩的重要依据，还是验证增量资金进入股市的证据。虽然现在尚未全部公布，过早下结论不可取，但鉴于今年没有已经没有疫情扰动，至少可以肯定，整体上比起去年同期，只会好不会差。而如果最后的结果确实如此的话，上证突围前月高点，只是时间问题。后市走牛无悬念投资界有句名言：未来比过去重要。意思是，股市后面是涨是跌，最重要的是预期。复盘过去一年，有一点是笔者体会最为深刻的，都发生去年10月，美股跌入年内低点，A股港股也是在那个月见底。如果简单的线性思维去看，那时美国的联邦利率并没有很高，经济也还很强劲，但为何早早就跌入低位呢？而国内疫情压力、经济压力又那么大，甚至一度传出外资出现信心危机，快速下跌可以理解，但为何没过几天就强力反弹了呢？难道不应该继续下跌吗？实际上，股市还有另一个特征，就是提前对实体经济做出反应，这种反应通常以半年为常，而且过程当中还会受其他因素的影响，可以加快也可以减慢。去年10月份中美股市的底部，就受到这个规律的影响，现在也一步步得到验证，首先是美国的加息行为，如果今年5月份如期结束，距离去年10月份，正好半年；其次是中国，那一次快速下跌，确实起到了提前见底的作用，当然，11月疫情放开是股市反弹也是最重要的一个因素，如果继续封控，反弹未至于那么快到来。但不管如何，想要股市，不管是A股、港股还是美股，回到去年的底部位置，可能性都不高了，国内经济复苏，流动性宽松就不说了，即使是美股进入“杀盈利”阶段，除非上市公司业绩大面积崩溃，否则很难会出现。3月份银行股暴雷的时候，曾经引发过一轮恐慌，但到现在为止，也没有出现预期中的崩溃现象，摩根大通这种大银行业绩反而大增。指数方面，最受伤的道琼斯波幅在10%左右，而纳斯达克、标普500远低于10%，并且三大指数都已经完全收复3月份跌幅并上涨不少。可以说，现在最大的宏观风险只是美国的经济衰退，如果按照股市提前反应未来的特征，现在交易的正是半年之后。换句话说，股市正在定价半年之后的经济衰退。当然，是否完全定价还有待于其他经济、上市公司数据，以及后续政策的公布，如果这些数据超预期下滑，那股市还是会跟着，如果符合预期，那股市可以持平，但如果超预期向好，反弹就会随时发生。如果用前文所说的两个因素——经济基本面和流动性，美股的流动性紧缩基本被市场定价，唯一差的就是等经济面见底。而中国的情况，要更好一些，因为我们的经济基本面已经见底，并处于回升阶段。结语如果说去年是全球资本市场的崩溃时刻，那今年出现全球资本市场向上共振，应该是最值得期待，也是大概率的事情。现在看，后市走牛的迹象可能还不至于很明显，因为除了AI板块，其他板块都还相对低调，需要一些催化因素，也需要一些时日。但正如风起于青萍之末，浪成于微澜之间，股市不会直接告诉你牛市来了，但既然对于未来的预期向好，估值上又处于低位，表现低调反而是好事，这等于给了投资者上车的机会。如果已经狂飙起来了，机会就没有了。中国人常常说否极泰来，放在股市也是如此。如果说对于今年股市的投资策略，一句话足矣，那就是：不要错过这一轮牛市！","news_type":1,"symbols_score_info":{"000001.SH":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945447501,"gmtCreate":1681571360803,"gmtModify":1681571364430,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945447501","repostId":"1137337807","repostType":2,"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945235280,"gmtCreate":1681482061740,"gmtModify":1681482064368,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581648325885484","authorIdStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945235280","repostId":"2327812125","repostType":2,"repost":{"id":"2327812125","kind":"news","pubTimestamp":1681481011,"share":"https://ttm.financial/m/news/2327812125?lang=en_US&edition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22:03","market":"us","language":"zh","title":"Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2327812125","media":"智通财经","summary":"智通财经APP获悉，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。","content":"<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, which are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating</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\">\nBank of America: Prefer AMD to Intel, giving the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank preferred<a href=\"https://laohu8.com/S/AMD\">AMD</a>, because the latter may be affected by the acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite troubles in PCs and data centers, AMD could gain more than Intel later this year as it launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Given AMD's extensive exposure to cloud computing vendors, which are expected to increase investment in CPUs/accelerators amid the AI boom, we believe AMD is in a better position overall. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus expectation is that AMD will generate revenue of $5.31 billion and earnings per share of $0.56 in the first quarter of this year. Meanwhile, the consensus estimate for Intel to post a loss of $0.14 per share after first-quarter sales of $11.22 billion.</p><p>While Intel's stock has risen sharply over the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025, analysts added. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, cutting sales and earnings per share estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/911257.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327812125","content_text":"4月14日，，在第一季度财报季到来之际，美国银行表示，相比于英特尔，该行更青睐于AMD，因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级，同时予英特尔“跑输大盘”评级。分析师表示，尽管个人电脑和数据中心领域遇到麻烦，但AMD今年晚些时候的获益可能会超过英特尔，因为AMD将推出包括Genoa服务器CPU在内的新产品。分析师表示：“考虑到AMD与云计算供应商的大量接触，而这些云计算供应商们预计将在AI热潮下加大对CPU/加速器的投资，我们认为AMD总体上处于更好的地位。其5nm Genoa服务器CPU也拥有流程节点优势和更好的多线程性能。”市场目前普遍预期，AMD今年第一季度的营收为53.1亿美元，每股收益为0.56美元。与此同时，市场普遍预期英特尔第一季度销售额为112.2亿美元，但每股亏损0.14美元。分析师补充称，尽管英特尔的股价在过去几个交易日大幅上涨(部分原因是其在AI领域的投资组合)，但至少在2025年之前，该公司的服务器市场份额可能会继续输给AMD。在英特尔公布第一季度业绩之前，分析师下调了对该公司2023年的业绩预计，将销售额和每股收益预期分别下调了6%和38%。","news_type":1,"symbols_score_info":{"AMD":1,"INTC":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9984715415,"gmtCreate":1667742228938,"gmtModify":1676537957787,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984715415","repostId":"2280574557","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982161640,"gmtCreate":1667118833181,"gmtModify":1676537863910,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982161640","repostId":"1176991053","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988892842,"gmtCreate":1666711177486,"gmtModify":1676537794251,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988892842","repostId":"1131897083","repostType":4,"repost":{"id":"1131897083","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":1666710614,"share":"https://ttm.financial/m/news/1131897083?lang=en_US&edition=fundamental","pubTime":"2022-10-25 23:10","market":"us","language":"zh","title":"U.S. new energy vehicle stocks generally rose, Tesla rose more than 5%, Li Auto rose 11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131897083","media":"老虎资讯综合","summary":"周二盘中，美股新能源车股涨幅扩大，特斯拉涨超5%，理想汽车涨11%，蔚来、小鹏汽车涨超8%。","content":"<p><html><head></head><body>In intraday trading on Tuesday, U.S. new energy vehicle stocks increased their gains.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 5%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 11%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 8%.</p><p><img src=\"https://static.tigerbbs.com/578f273232d90d5ea35b562472f8c8f1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d550e311602c3ce18b996c1fd442cde0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. new energy vehicle stocks generally rose, Tesla rose more than 5%, Li Auto rose 11%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. new energy vehicle stocks generally rose, Tesla rose more than 5%, Li Auto rose 11%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-25 23:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In intraday trading on Tuesday, U.S. new energy vehicle stocks increased their gains.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up more than 5%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 11%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 8%.</p><p><img src=\"https://static.tigerbbs.com/578f273232d90d5ea35b562472f8c8f1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d550e311602c3ce18b996c1fd442cde0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉","NIO":"蔚来","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131897083","content_text":"周二盘中，美股新能源车股涨幅扩大，特斯拉涨超5%，理想汽车涨11%，蔚来、小鹏汽车涨超8%。","news_type":1,"symbols_score_info":{"XPEV":0.9,"LI":0.9,"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914855019,"gmtCreate":1665242714431,"gmtModify":1676537577527,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914855019","repostId":"2273336343","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030316710,"gmtCreate":1645631018960,"gmtModify":1676534047286,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"Hello&nbsp;","listText":"Hello&nbsp;","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030316710","repostId":"1129874331","repostType":4,"repost":{"id":"1129874331","kind":"news","pubTimestamp":1645630215,"share":"https://ttm.financial/m/news/1129874331?lang=en_US&edition=fundamental","pubTime":"2022-02-23 23:30","market":"us","language":"zh","title":"How big is the impact of Biden's sanctions on Russian sovereign bonds?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129874331","media":"金十数据","summary":"对俄罗斯来说，短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到，即使乌克兰危机升级后俄罗斯国债已大幅下跌，但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获","content":"<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors realize that even if Russia's Treasury Bond have fallen sharply after the escalation of the Ukrainian crisis, they may still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not greatly limit Russia's access to funding, its actions on Tuesday were a warning. Investors remain wary of potentially more sanctions, moves that could affect more Russian banks and even limit the ability of the Russian ruble to convert into foreign currencies.</p><p>Under the sanctions, many U.S.-linked investors will not be able to buy any Russian sovereign bonds newly issued after March 1 in the secondary market, having previously been restricted from purchasing these bonds in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a ripple effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the International Finance Association, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, along with other actions by European countries, could hamper Russia's economic growth.\" Russian asset prices suffered heavy losses</p><p>With the escalation of the crisis in Ukraine, European and American sanctions and possible further measures have increased the pressure on Russian assets, and Russian asset prices have dropped sharply.</p><p>Credit default swap data shows that the cost of insuring Russian debt has soared to about 342 basis points, from just over 100 basis points in mid-December last year. Popular ETFs that invest in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF recording its biggest drop since COVID-19 pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% so far this year, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. government official told reporters that the sanctions imposed on Russia's sovereign debt mainly target the primary market, which is key to the country's fundraising. According to the official, very similar measures have been implemented in Europe. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>According to data from the U.S. Treasury Department, as of December last year, the size of Russian long-term bonds held by U.S. residents was about $14 billion, slightly higher than Turkish bonds, but less than half of Norwegian bonds held by the United States.</p><p>On Tuesday, Russia's eurobonds due 2028 fell 3.7 cents to 136 cents of the dollar face value, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Index, the additional yield of Russian sovereign debt relative to U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department has warned that sanctions on Russia's sovereign debt market will lead to the risk of global financial turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings that investors saw the sanctions as just a bluff. Guido Chamorro, director of Pictet Asset Management in London, believes that although the sanctions mean Russia will be unable to borrow from abroad for some time, Russia can perfectly \"get by\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low foreign debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He believes:</p><p>\"If the sanctions stop here, then we may not see much additional sell order, because the price has been adjusted. However, if the situation escalates further, leading to more and tougher sanctions, then everything is over. From eurobonds to the ruble, tougher sanctions may lead to a bigger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because if necessary, we can choose to sell or increase our positions. These are not severe sanctions, obviously they are intentional.\" Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion of emerging market debt, wrote:</p><p>\"While this makes it more difficult for Russia to issue foreign debt, they really don't need it. If sanctions increase in the future (such as involving more Russian banks), it may make it more difficult for local banks to repay their debt.\" Emso Asset Management Jens Nystedt, senior asset manager at the company, said:</p><p>\"I think this is only the first round of sanctions, and the United States and Europe will keep a hand depending on the development of the situation.\"</body></html></p>","source":"jssj","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>How big is the impact of Biden's sanctions on Russian sovereign bonds?</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\">\nHow big is the impact of Biden's sanctions on Russian sovereign bonds?\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\">2022-02-23 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>For Russia, sanctions may not hurt in the short term. U.S. sanctions on Russia's sovereign debt have made global investors realize that even if Russia's Treasury Bond have fallen sharply after the escalation of the Ukrainian crisis, they may still fall further in the future.</p><p>While the measures announced by U.S. President Joe Biden did not greatly limit Russia's access to funding, its actions on Tuesday were a warning. Investors remain wary of potentially more sanctions, moves that could affect more Russian banks and even limit the ability of the Russian ruble to convert into foreign currencies.</p><p>Under the sanctions, many U.S.-linked investors will not be able to buy any Russian sovereign bonds newly issued after March 1 in the secondary market, having previously been restricted from purchasing these bonds in the primary market. The primary market appears to be the main target of sanctions, but as Russia considers refinancing activities, this could have a ripple effect on its existing debt and potential future risks.</p><p>Clay Lowery, executive vice president of the International Finance Association, said:</p><p>\"In the short term, this is unlikely to affect the Russian economy. But in the long term, this move, along with other actions by European countries, could hamper Russia's economic growth.\" Russian asset prices suffered heavy losses</p><p>With the escalation of the crisis in Ukraine, European and American sanctions and possible further measures have increased the pressure on Russian assets, and Russian asset prices have dropped sharply.</p><p>Credit default swap data shows that the cost of insuring Russian debt has soared to about 342 basis points, from just over 100 basis points in mid-December last year. Popular ETFs that invest in large Russian stocks also sold off on Tuesday, with the $1.4 billion VanEck Russia ETF recording its biggest drop since COVID-19 pandemic hit global markets in March 2020. Meanwhile, the ruble has fallen more than 5% so far this year, making it the world's worst-performing major currency.</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>A senior U.S. government official told reporters that the sanctions imposed on Russia's sovereign debt mainly target the primary market, which is key to the country's fundraising. According to the official, very similar measures have been implemented in Europe. Japanese Prime Minister Fumio Kishida also said Wednesday that he would ban the issuance and sale of new Russian government bonds in Japan.</p><p>According to data from the U.S. Treasury Department, as of December last year, the size of Russian long-term bonds held by U.S. residents was about $14 billion, slightly higher than Turkish bonds, but less than half of Norwegian bonds held by the United States.</p><p>On Tuesday, Russia's eurobonds due 2028 fell 3.7 cents to 136 cents of the dollar face value, the lowest level since 2015, on the back of U.S. sanctions. according to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Index, the additional yield of Russian sovereign debt relative to U.S. Treasury Bond rose 50 basis points to 330 basis points on Tuesday.</p><p>Investors weigh the impact of sanctions</p><p>The U.S. Treasury Department has warned that sanctions on Russia's sovereign debt market will lead to the risk of global financial turmoil. Now, investors are weighing the possibility of further sanctions and how they will manifest themselves in the market.</p><p>The rally in Russian stocks on Wednesday also underscored warnings that investors saw the sanctions as just a bluff. Guido Chamorro, director of Pictet Asset Management in London, believes that although the sanctions mean Russia will be unable to borrow from abroad for some time, Russia can perfectly \"get by\" without foreign funds.</p><p>In his view, the double balance of payments surplus, low foreign debt level and high foreign exchange reserves mean that Russia is relatively self-sufficient. He believes:</p><p>\"If the sanctions stop here, then we may not see much additional sell order, because the price has been adjusted. However, if the situation escalates further, leading to more and tougher sanctions, then everything is over. From eurobonds to the ruble, tougher sanctions may lead to a bigger downward trend for all Russian assets. Jack McIntyre, portfolio manager at Brandywine Global Investment Management, said:</p><p>\"As long as the existing Russian debt is not included, the market will be fine. Because if necessary, we can choose to sell or increase our positions. These are not severe sanctions, obviously they are intentional.\" Cathy Hepworth, director of PGIM Fixed Income, which manages $72 billion of emerging market debt, wrote:</p><p>\"While this makes it more difficult for Russia to issue foreign debt, they really don't need it. If sanctions increase in the future (such as involving more Russian banks), it may make it more difficult for local banks to repay their debt.\" Emso Asset Management Jens Nystedt, senior asset manager at the company, said:</p><p>\"I think this is only the first round of sanctions, and the United States and Europe will keep a hand depending on the development of the situation.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/90384\">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/b723feb7135a01ca53f3c6edab4b9665","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/90384","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129874331","content_text":"对俄罗斯来说，短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到，即使乌克兰危机升级后俄罗斯国债已大幅下跌，但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获得资金，但其周二的行动是一个警告。投资者仍对潜在的更多制裁保持警惕，这些举措可能会影响更多的俄罗斯银行，甚至会限制俄罗斯卢布兑换成外币的能力。根据制裁，许多与美国相关的投资者将不能在二级市场购买3月1日之后新发行的任何俄罗斯主权债券，此前他们已被限制在一级市场购买这些债券。一级市场似乎是制裁的主要目标，但随着俄罗斯考虑再融资活动，这可能就会对其现有债务和未来的潜在风险产生连锁反应。国际金融协会执行副会长Clay Lowery称：“短期内，这不大可能影响俄罗斯经济。但从长远来看，这一举措加上欧洲国家的其他行动，可能会阻碍俄罗斯的经济增长。”俄罗斯资产价格遭受重挫随着乌克兰危机的升级，欧美的制裁以及可能进一步采取的措施，增加了俄罗斯资产面临的压力，俄罗斯的资产价格已经急剧下降。信用违约互换数据显示，俄罗斯债务保险的成本已飙升至约342个基点，去年12月中旬时仅略高于100个基点。周二，投资俄罗斯大型股票的热门ETF也出现抛售，市值达14亿美元的VanEck俄罗斯ETF创下了自2020年3月新冠疫情冲击全球市场以来的最大跌幅。与此同时，卢布今年迄今已下跌逾5%，是全球表现最差的主要货币。美国政府一名高级官员对记者表示，对俄罗斯主权债务实施的制裁主要针对一级市场，而一级市场是国家筹集资金的关键。据这位官员称，欧洲已经实施了非常类似的措施。日本首相岸田文雄周三也表示，他将禁止在日本发行和出售新的俄罗斯政府债券。美国财政部数据显示，截至去年12月，美国居民持有的俄罗斯长期债券规模约为140亿美元，略高于土耳其债券，但不到美国所持挪威债券的一半。周二，受美国制裁措施影响，俄罗斯2028年到期的欧元债券下跌3.7美分，至1美元面值的136美分，为2015年以来的最低水平。根据摩根大通的指数，俄罗斯主权债务相对于美国国债的额外收益率在周二上升了50个基点，至330个基点。投资者权衡制裁的影响美国财政部曾警告称，制裁俄罗斯主权债务市场将导致全球金融面临动荡的风险。现在，投资者正在权衡进一步制裁的可能性，以及这些制裁将如何在市场上表现出来。周三俄罗斯股市的反弹也突显出投资者认为制裁只是虚张声势的警告。Pictet Asset Management驻伦敦的主管Guido Chamorro认为，尽管制裁意味着俄罗斯将在一段时间内无法从国外借款，但俄罗斯完全可以在没有外国资金的情况下“过日子”。在他看来，国际收支双顺差、较低的外债水平和较高的外汇储备意味着俄罗斯相对能够自给自足。他认为：“如果制裁到此为止，那么我们可能不会看到太多额外的卖盘，因价格已经调整完毕。但是，如果局势进一步升级，导致更多更严厉的制裁，那么一切都完了。从欧元债券到卢布，更严厉的制裁可能导致俄罗斯所有资产出现更大的下行趋势。Brandywine Global Investment Management投资组合经理Jack McIntyre表示：“只要不包括现有的俄罗斯债务，市场就会好起来的。因为在必要情况下，我们可以选择出售或增持头寸。这些不是严厉的制裁，显然这是有意为之。”管理着720亿美元的新兴市场债务的PGIM Fixed Income的主管Cathy Hepworth写道:“虽然这让俄罗斯发行外债变得更加困难，但他们真的不需要。如果今后制裁力度加大（比如涉及到更多的俄罗斯银行），这可能会让当地银行更难偿还债务。”Emso资产管理公司高级资产经理Jens Nystedt表示:“我认为这只是第一轮制裁，美国和欧洲将根据事态的发展留一手。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940532329,"gmtCreate":1678026124862,"gmtModify":1678026129363,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940532329","repostId":"2317151532","repostType":4,"repost":{"id":"2317151532","kind":"highlight","pubTimestamp":1678005276,"share":"https://ttm.financial/m/news/2317151532?lang=en_US&edition=fundamental","pubTime":"2023-03-05 16:34","market":"hk","language":"zh","title":"Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=2317151532","media":"华尔街见闻","summary":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还","content":"<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automotive markets in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automotive market gradually rises, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. They have also improved the battery capacity through technological improvements, thereby extending the original cruising range. They have been very popular among car companies in recent years.</p><p>Research by consulting firm Adamas Intelligence shows that last year, lithium iron phosphate battery technology accounted for about half of the battery capacity of electric vehicles sold in China; In the United States, this proportion is only 9%, and it was even zero in the previous year. But that trend is about to change-there are signs that this battery technology, which is popular in China, is entering the electric vehicle markets in the United States and Japan, and grabbing market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after the new $1.6 billion plant goes online next year; By 2027, the company plans to supply enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery production capacity in the United States, the consulting firm expects that,<b>All major automakers will tend to use the battery on entry-level EVs; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that judging from the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>U.S. battery start-up Kore Power also predicts that the demand for lithium iron phosphate batteries in the United States will continue to grow. The plant the company plans to open in Arizona by the end of 2024 will have two assembly lines, one for one of the mainstream lithium-ion batteries-nickel-manganese-cobalt (NMC), and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Etc. are also promoting the use of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the same time, Ford Motor announced that the two parties will cooperate in building a new power battery factory in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to US $3.5 billion in the new factory. CATL will provide technical and service support for its production and license patented battery technologies; Ford engineers will be responsible for the integration of batteries and vehicles, and some equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate battery enters Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture, Japan launched a plan to build Japan's largest battery factory, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts) and can store 450,000 The electricity consumption of 50,000 households in a day.</p><p>Leading the project is PowerX, a renewable energy start-up established in 2021 (located in Minato-ku, Tokyo). As the driving force, PowerX has set its sights on lithium iron phosphate batteries, instead of the current mainstream product of fixed batteries-ternary lithium batteries using cobalt or nickel. The company will use fixed lithium iron phosphate batteries mass-produced in the new factory and strive to build 7,000 pure electric vehicle charging equipment in Japan by 2030.</p><p><h2>Chinese companies accelerate expansion</h2>Data shows that Chinese companies have an overwhelming advantage in the field of automotive batteries as the main battlefield.</p><p>Data from the South Korean SNE survey show that in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>, the top two places are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the expansion speed of the electric vehicle market. After 2010, China issued subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location selection of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's Contemporary Amperex Technology Co., Limited, the world's largest vehicle battery company, is also leading the way.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that the company's battery can make pure electric vehicles last more than 700 kilometers on a single charge. CATL will launch the \"M3P\" battery improved from lithium iron phosphate battery in 2023. The range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion batteries, which are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the United States because they had worse endurance than batteries like NMC, but could be recharged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said endurance is seen as too important for U.S. drivers to sacrifice it for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would recommend you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As electric vehicle sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>In the past three years, the price of nickel has more than doubled; When the Russia-Ukraine conflict broke out a year ago, nickel prices also soared. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are very poor. Between 2020 and 2022, cobalt prices also rose sharply before falling back to levels they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>In addition, the adoption of public charging stations, driven by federal government subsidies, will accelerate, potentially reducing driver concerns about battery life. From a safety point of view, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk warning and disclaimer clause</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions or conclusions in this article are appropriate for their particular circumstances. Invest accordingly at your own responsibility.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Capturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars</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\">\nCapturing the United States and Japan, Chinese batteries bring lithium iron phosphate to the top stream of electric cars\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-03-05 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lithium iron phosphate batteries, which are popular in China, are gradually expanding their share in the automotive markets in the United States and Japan.</p><p>As the share of pure electric vehicles in the global automotive market gradually rises, lithium iron phosphate batteries have gradually entered people's field of vision and become the focus. Lithium iron phosphate batteries have the advantages of low price and high safety. They have also improved the battery capacity through technological improvements, thereby extending the original cruising range. They have been very popular among car companies in recent years.</p><p>Research by consulting firm Adamas Intelligence shows that last year, lithium iron phosphate battery technology accounted for about half of the battery capacity of electric vehicles sold in China; In the United States, this proportion is only 9%, and it was even zero in the previous year. But that trend is about to change-there are signs that this battery technology, which is popular in China, is entering the electric vehicle markets in the United States and Japan, and grabbing market share of traditional lithium batteries.</p><p><h2>The United States sets off a \"wave\" of lithium iron phosphate batteries</h2>Recently, start-up Our Next Energy announced that it will begin producing lithium iron phosphate batteries in Michigan. The company will continue to expand after the new $1.6 billion plant goes online next year; By 2027, the company plans to supply enough lithium iron phosphate batteries for 200,000 electric vehicles.</p><p>According to media reports, Adamas Intelligence founder Ryan Castilloux said,<b>Lithium iron phosphate batteries have undoubtedly set off a second wave in the battery industry, and this wave is starting to move westward.</b></p><p>Alla Kolesnikova, head of data and analytics at Adamas Intelligence, said that while lithium iron phosphate batteries account for no more than 20% of the announced battery production capacity in the United States, the consulting firm expects that,<b>All major automakers will tend to use the battery on entry-level EVs; By the middle of the next decade, the share of lithium iron phosphate batteries in the United States will increase to nearly 30%.</b></p><p>According to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is predicted that judging from the share of batteries for pure electric vehicles in 2025, lithium iron phosphate batteries will reach 36%, 14 percentage points higher than in 2020.</p><p>U.S. battery start-up Kore Power also predicts that the demand for lithium iron phosphate batteries in the United States will continue to grow. The plant the company plans to open in Arizona by the end of 2024 will have two assembly lines, one for one of the mainstream lithium-ion batteries-nickel-manganese-cobalt (NMC), and the other for lithium iron phosphate batteries.</p><p>American automakers<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Etc. are also promoting the use of lithium iron phosphate batteries. Last month,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>At the same time, Ford Motor announced that the two parties will cooperate in building a new power battery factory in Michigan, USA, to produce lithium iron phosphate batteries, with an investment of up to US $3.5 billion in the new factory. CATL will provide technical and service support for its production and license patented battery technologies; Ford engineers will be responsible for the integration of batteries and vehicles, and some equipment will come from China.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>An executive said in February that the company is also exploring the possibility of using lithium iron phosphate batteries to reduce costs.</p><p><h2>Lithium iron phosphate battery enters Japanese auto market</h2>According to Japanese media reports, on February 3, Okayama Prefecture, Japan launched a plan to build Japan's largest battery factory, which is scheduled to be put into operation in 2024. The annual battery production capacity is 5 GWh (1 GW is 1 billion watts) and can store 450,000 The electricity consumption of 50,000 households in a day.</p><p>Leading the project is PowerX, a renewable energy start-up established in 2021 (located in Minato-ku, Tokyo). As the driving force, PowerX has set its sights on lithium iron phosphate batteries, instead of the current mainstream product of fixed batteries-ternary lithium batteries using cobalt or nickel. The company will use fixed lithium iron phosphate batteries mass-produced in the new factory and strive to build 7,000 pure electric vehicle charging equipment in Japan by 2030.</p><p><h2>Chinese companies accelerate expansion</h2>Data shows that Chinese companies have an overwhelming advantage in the field of automotive batteries as the main battlefield.</p><p>Data from the South Korean SNE survey show that in terms of vehicle battery usage from January to November 2022,<b>The first place is CATL, and the second place is<a href=\"https://laohu8.com/S/002594\">BYD</a>, the top two places are occupied by Chinese companies. Among the top ten enterprises in the world, there are 6 Chinese enterprises, with a total share of more than 60%.</b></p><p>At the same time, China also leads the rest of the world in terms of the expansion speed of the electric vehicle market. After 2010, China issued subsidies to new energy vehicles such as pure electric vehicles, and also provided preferential treatment in the location selection of battery factories, accelerating the expansion of the battery industry.</p><p>In terms of technological innovation of lithium iron phosphate batteries, China's Contemporary Amperex Technology Co., Limited, the world's largest vehicle battery company, is also leading the way.</p><p>In July 2022, Wu Kai, chief scientist of CATL, said that the company's battery can make pure electric vehicles last more than 700 kilometers on a single charge. CATL will launch the \"M3P\" battery improved from lithium iron phosphate battery in 2023. The range can exceed that of major pure electric vehicles such as Nissan's \"Leaf\".</p><p><h2>Why lithium iron phosphate batteries?</h2>Lithium iron phosphate batteries are a form of lithium-ion batteries, which are \"cobalt-free\" batteries that use lithium, iron, and phosphorus. The electric vehicle batteries currently sold in the United States are mainly mainstream lithium-ion batteries such as nickel-manganese-cobalt NMC or nickel-cobalt-aluminum (NCA).</p><p>Until then, lithium iron phosphate batteries had been less popular in the United States because they had worse endurance than batteries like NMC, but could be recharged more times before their performance dropped significantly. Chloe Herrera, chief battery analyst at Lux Research, said endurance is seen as too important for U.S. drivers to sacrifice it for price: \"In the U.S. battery industry, if you talked to anyone four years ago, no one would recommend you use lithium iron phosphate batteries in your car.\"</p><p>One factor driving new interest in lithium iron phosphate technology in the United States is that,<b>The cost of nickel-rich batteries is much higher than lithium iron phosphate battery technology. As electric vehicle sales grow, so do the costs of rare metals such as nickel and cobalt.</b></p><p>In the past three years, the price of nickel has more than doubled; When the Russia-Ukraine conflict broke out a year ago, nickel prices also soared. On the other hand, most of the world's cobalt is mined in the Democratic Republic of the Congo, where working conditions are very poor. Between 2020 and 2022, cobalt prices also rose sharply before falling back to levels they were about three years ago. As a typical \"cobalt-free battery\", the advantages of lithium iron phosphate battery can be seen.</p><p><b>As patents expire, the price of lithium iron phosphate battery technology has also become cheaper in the United States.</b>In addition, the adoption of public charging stations, driven by federal government subsidies, will accelerate, potentially reducing driver concerns about battery life. From a safety point of view, lithium iron phosphate batteries are also less likely to catch fire than nickel-rich batteries.</p><p>Risk warning and disclaimer clause</p><p>The market is risky, so investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the special investment objectives, financial situation or needs of individual users. Users should consider whether any opinions, opinions or conclusions in this article are appropriate for their particular circumstances. Invest accordingly at your own responsibility.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3683316\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71508db02e3f35325f3ef64850795280","relate_stocks":{"NCA":"纽文加州市政价值基金"},"source_url":"https://wallstreetcn.com/articles/3683316","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317151532","content_text":"在中国广受欢迎的磷酸铁锂电池，正逐渐在美国和日本的汽车市场扩大份额。随着纯电动汽车在全球汽车市场的份额逐渐攀升，磷酸铁锂电池也逐渐进入人们的视野并成为焦点。磷酸铁锂电池具有价格低廉、安全性高的优点，还通过技术提升改进了电池容量，从而延长了原本的续航里程，近年来十分受车企的青睐。咨询公司 Adamas Intelligence 的研究显示，去年，磷酸铁锂电池技术占中国销售电动汽车电池容量的一半左右；而在美国这一比例仅为9%，在前一年甚至为零。但这一趋势即将发生变化——种种迹象显示，这项在中国风靡的电池技术正在进军美国和日本的电动汽车市场，并抢占传统锂电池的市场份额。美国掀起磷酸铁锂电池的“浪潮”近日，初创企业 Our Next Energy 宣布将开始在密歇根州生产磷酸铁锂电池。在明年16亿美元的新工厂投产后，该公司将继续进行扩张；到2027年，该公司计划为20万辆电动汽车提供足够的磷酸铁锂电池。据媒体报道，Adamas Intelligence 创始人 Ryan Castilloux 表示，磷酸铁锂电池无疑在电池行业掀起了第二次浪潮，而这一浪潮正开始向西方移动。Adamas Intelligence的数据和分析主管 Alla Kolesnikova 表示，虽然在美国已宣布的电池产能中，磷酸铁锂电池的比例不超过20%，但该咨询公司预计，所有主要汽车制造商都将倾向于在入门级电动汽车上使用该电池；在下一个十年的中期，美国磷酸铁锂电池的份额将提高至接近30%。据高盛预测，从2025年的纯电动汽车用电池份额来看，磷酸铁锂电池将达到36％，比2020年高出14个百分点。美国电池初创企业 Kore Power 也预计，美国对磷酸铁锂电池的需求将不断增长。该公司计划于2024年底在亚利桑那州开设的工厂将有两条装配线，一条用于主流锂离子电池之一——镍锰钴（NMC），另一条用于磷酸铁锂电池。美国汽车制造商特斯拉和福特汽车等也正在推进采用磷酸铁锂电池。上个月，宁德时代和福特汽车同时宣布，双方将在美国密歇根州新建动力电池工厂合作生产磷酸铁锂电池，新工厂投资高达35亿美元。宁德时代将为其生产提供技术与服务支持，就电池专利技术进行许可；福特工程师将会负责电芯与整车集成工作，部分设备来自中国。通用汽车的一位高管在2月份表示，该公司也正在探索使用磷酸铁锂电池来降低成本的可能性。磷酸铁锂电池进军日本车市据日媒报道，2月3日，日本冈山县启动了新建日本最大规模蓄电池工厂的计划，预定2024年投产，蓄电池年产能为5吉瓦时（1吉瓦为10亿瓦），可储存45万户家庭一天的用电量。主导该项目的是2021年成立的可再生能源初创企业 PowerX（位于东京都港区）。作为原动力，PowerX 将目光投向了磷酸铁锂电池，而不是目前固定型蓄电池的主流产品——使用钴或镍的三元锂电池。该公司将使用新工厂量产的固定型磷酸铁锂电池，力争2030年前在日本建设7000处纯电动汽车充电设备。中国企业加速扩张数据显示，在作为主战场的车载用电池领域，中国企业占据压倒性优势。韩国SNE调查的数据显示，在2022年1至11月车载电池使用量上，排在第一的是宁德时代，第二位是比亚迪，前两位都被中国企业占据。全球份额前十的企业中，中国企业有6家，总份额超过6成。与此同时，中国在电动汽车市场的扩张速度方面也领跑全球其他国家。2010年以后，中国向纯电动汽车等新能源汽车发放补贴，在电池工厂的选址等方面也提供优惠，电池产业加快扩大。在磷酸铁锂电池的技术革新方面，一马当先的也是全球最大的车载电池企业——中国的宁德时代。2022年7月，宁德时代首席科学家吴凯表示，该公司的电池充电一次可以使纯电动汽车续航700公里以上。宁德时代将于2023年推出由磷酸铁锂电池改进而来的“M3P”电池。续航距离可超过日产汽车的“Leaf”等主要纯电动汽车。为什么是磷酸铁锂电池？磷酸铁锂电池是锂离子电池的一种形式，是使用锂、铁、磷的“无钴”电池。美国目前销售的电动汽车电池主要是镍锰钴NMC或镍钴铝（NCA）这种主流锂离子电池。在此之前，磷酸铁锂电池在美国一直不太受欢迎，因为它的续航能力比NMC等电池更差，但在性能大幅下降之前可以充电更多次。Lux Research 首席电池分析师 Chloe Herrera 说，对于美国司机来说，续航能力被视为太重要了，不能为了价格而牺牲它：“在美国电池行业，如果你在四年前与任何人交谈，没有人会建议你在汽车上使用磷酸铁锂电池。”而推动美国对磷酸铁锂技术产生新兴趣的一个因素是，富镍电池的成本远高于磷酸铁锂电池技术。随着电动汽车销量的增长，镍和钴等稀有金属的成本也在上升。在过去三年里，镍的价格翻了一倍多；一年前俄乌冲突爆发时，镍价也大幅飙升。而另一边，世界上大部分的钴都是在刚果民主共和国开采的，那里工作条件十分恶劣。在2020年至2022年期间，钴价也大幅上涨，然后才回落至大约三年前的水平。作为典型的“无钴电池”，磷酸铁锂电池的优势可见一斑。随着专利到期，磷酸铁锂电池技术的价格在美国也变得更加低廉。此外，在联邦政府补贴的推动下，公共充电站的普及将会加速，可能会减少司机对电池续航能力的担忧。从安全性上来看，磷酸铁锂电池也比富镍电池更不容易着火。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"NCA":1}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940234733,"gmtCreate":1677937420322,"gmtModify":1677937425446,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940234733","repostId":"2316133358","repostType":4,"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940135552,"gmtCreate":1677743751077,"gmtModify":1677743754507,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940135552","repostId":"2316412986","repostType":4,"repost":{"id":"2316412986","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1677743149,"share":"https://ttm.financial/m/news/2316412986?lang=en_US&edition=fundamental","pubTime":"2023-03-02 15:45","market":"us","language":"zh","title":"AI, which is frequently cued, is the well-deserved protagonist of the US stock earnings season","url":"https://stock-news.laohu8.com/highlight/detail?id=2316412986","media":"智通财经APP","summary":"智能手机芯片巨头高通(QCOM.US)CEO近日接受采访时表示，ChatGPT的爆炸性普及将是科技公司在智能手机上展示人工智能功能的一个重要机遇。“这是我们一直在等待的重要里程碑，让高通成为一家 ...","content":"<p><html><head></head><body>ChatGPT, an AI chatbot developed by OpenAI, a cutting-edge company in artificial intelligence technology, has recently swept the global Internet. Smartphone chip giant<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The CEO said in a recent interview that the explosive popularity of ChatGPT will be an important opportunity for technology companies to demonstrate artificial intelligence capabilities on smartphones. \"This is an important milestone that we have been waiting for, making Qualcomm a company focusing on artificial intelligence technology,\" Qualcomm CEO Cristiano Amon said in an interview at the Mobile World Congress in Barcelona.</p><p>Artificial Intelligence (AI) Chat developed by OpenAI, a frontier company in artificial intelligence technology<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has recently swept the global Internet. From creating Shakespeare-style poems to creating personal stock portfolios, the future potential of AI technology has sparked heated discussions. Around this concept, there's even a ChatGPT-led exchange-traded fund (ETF) planning a launch.</p><p>It is understood that Qualcomm recently released a preview text video for generating artificial intelligence images on Android phones and demonstrated it at the conference. \"You want to generate whatever image you want to share with someone, especially if you want to do it in real time.\" \"To make that happen, you can't run everything in a data center, you have to bring AI to the device,\" says Amon.</p><p>Qualcomm CEO Amon said that the company has a strong technical foundation in the field of AI, and large language models will be completely generated in smartphones, which means that they will be able to work without connecting to wired Internet. \"To create such powerful processing power in a smartphone and run without compromising battery life is something only tech companies like Qualcomm can do,\" he claims.</p><p>Analysts at Wall Street investment firm Bernstein said in a report this week that the power of artificial intelligence queries could bring billions of dollars in a market size per year for chipmakers. Analysts at Bank of America recently released a research report saying that with the development of generative AI, it is expected to bring an annual output value increase of approximately US $20 billion to the entire AI chip market by 2027.</p><p><b>The \"absolute C position\" of the Q4 US stock earnings season: AI (artificial intelligence)</b></p><p>Since OpenAI's ChatGPT lit up the global Internet in November, not only chip companies such as Qualcomm, but also major companies covering all walks of life have basically discussed artificial intelligence technology. As far as the current U.S. stock earnings season is concerned: the number of mentions of AI and related terms in conference calls with investors has increased by about 77% compared with a year ago.</p><p>This is not enough. AI-hungry investors push AI chip leaders<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>(NVDA.US) jumped to the top performer among large-cap stocks this year, making GPU chips, the lowest-level technology needed for complex artificial intelligence computing tasks. Some relatively obscure companies with AI in their names have also risen rapidly, such as BigBear. ai Holdings (BBAI.US) rose more than 280% for the year, while C3. ai (AI.US) and BuzzFeed (BZFD.US) both more than doubled their gains. Guardforce AI (gfai.us) shares are up about 50%.</p><p><img src=\"https://static.tigerbbs.com/66ac37493f7c834be34d8084b1523c44\" tg-width=\"619\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>\"Artificial intelligence\" has become the latest hot word in technology</b></p><p>Many companies are currently using the word AI, some are just taking advantage of the hype, and some companies are ambitious to talk about how they view artificial intelligence and how they can use AI technology to change their business. Other companies have been actively investing in, developing and using AI technology, focusing on some real and practical occasions. In the eyes of some technology companies, AI can change everything we are currently in the world, ranging from the way companies manage parts inventory to the way they recruit job seekers.</p><p><img src=\"https://static.tigerbbs.com/653628a8791a1b08940c7fe4842697c1\" tg-width=\"659\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>American businesses are talking about artificial intelligence-especially the technology and communications industries are driving business discussions around artificial intelligence</p><p>Russ Mould, investment director at AJ Bell, said: \"The impact of AI cannot be quantified, and it is equally likely that a wave of enthusiasm will drive stocks with AI expertise or exposure to AI, however weak it is, and they may be valued at higher and higher afterwards.\" \"All investors can do is be disciplined in investing and focusing on companies with a strong competitive position, management and valuation, while making sure they truly understand the company's business before putting any capital at risk.\"</p><p><b>ChatGPT is popular all over the world, and the wave of AI sweeps all walks of life</b></p><p>The AI chatbot ChatGPT has recently swept the global Internet, and all walks of life are competing to deploy AI technology. As Nvidia CEO Jensen Huang said: \"The versatility and high performance of generative AI have triggered the urgency of companies in various industries around the world to develop and deploy AI strategies.\" The following is an introduction to how companies and industries use AI-mainly based on the fourth quarter U.S. stock earnings conference call and high-level comments such as CEOs, as well as some important announcements made by the company in recent weeks:</p><p><b>Advertising Industry</b></p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>Alphabet Inc's (GOOGL.US) Google is using large language models to enhance its search engine, especially by helping predict the intent of user queries, Chief Commercial Officer Philipp Schindler said on the company's fourth-quarter earnings call on Feb. 2., also used to increase consumer interaction with ads. \"Artificial intelligence has been the foundation of our advertising business for the past decade,\" he said.</p><p>In<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>On (META.US) 's earnings call, CEO Mark Zuckerberg said artificial intelligence is \"the foundation of our discovery engine and advertising business.\" He said the company is ramping up its investment in artificial intelligence to develop privacy tools and help advertisers deliver more \"relevant and engaging\" ads. Some of these efforts have paid off, with conversions or advertisers' expectation of advertising results increasing by about 20% in the last quarter compared to the previous year. In addition, Meta uses AI for its content algorithms.</p><p><b>Search Engine</b></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) CEO Nadella said \"earth-shaking changes\" are taking place in the search space. He said the company's AI model, Prometheus, will allow it to make the biggest leap ever in the relevance of results. Its new Bing search engine adds a chat feature that helps users write emails and other content.</p><p>Google said it will integrate the underlying technology of its newly developed ChatGPT competitor, the Bard chatbot, into its own engine. Google CEO Pichai said this would have the end result of \"distilling complex information and multiple viewpoints into an easily understandable form.\"</p><p><b>translate</b></p><p>Video Communication Industry Giant<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Eric Yuan, CEO of Video Communications (ZM.US), promised to \"incorporate more artificial intelligence technology into our products\" and touted new features such as translation, video captioning and sales analytics in the company's products.</p><p><b>Medical devices, research and testing</b></p><p>GE HealthCare Technologies (GE.US) highlighted in its own conference call that it hired<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Taha Kass-Hout, former vice president of machine learning and chief medical officer.<a href=\"https://laohu8.com/S/GE\">General Electric</a>The spin-off medical technology company wants Kass-Hout to lead it to drive performance growth by improving machine learning capabilities, while increasing investment in digital services and software.</p><p>One AI app the company featured in a conference call with investors is an algorithm it provides radiologists to help generate clearer images faster. CEO Peter Arduini said the product has already reduced scan time for about 5.5 million patients worldwide. Another is a cardiac ultrasound product, which uses artificial intelligence to help assess a patient's myocardial function.</p><p><a href=\"https://laohu8.com/S/MDT\">Medtronic</a>(MDT.US) found that its AI-assisted spine surgery program made workflows \"faster and more efficient,\" CEO Geoffrey Martha said. The company's use of artificial intelligence to help doctors detect polyps in colonoscopies will allow its gastrointestinal business to grow at a \"high single-digit\" level.</p><p><a href=\"https://laohu8.com/S/CRL\">Charles River</a>James Foster, CEO of Laboratories (CRL.US), said the company believes artificial intelligence helps drug discovery and may indicate whether a new drug is as effective as an older drug.</p><p>Medical testing center operator Quest Diagnostics (DGX.US) said it has begun to use a highly automated microbiology laboratory system that uses AI technology to analyze samples. CEO Jim Davis mentioned the platform during the company's earnings call of the way the platform is trying to deal with \"severe inflation and wage pressures.\"</p><p><b>Cybersecurity</b></p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>(PANW.US) CEO Nikesh Arora said the company has been using artificial intelligence in its security services to prevent cyberattacks, and sales of its products that use machine learning to detect threats have reached about $30 million.</p><p><b>Product sourcing, inventory and analytics</b></p><p>Home improvement retail giant<a href=\"https://laohu8.com/S/HD\">Home Depot</a>(HD.US) said it has provided phones for employees, squeezed dozens of systems into a streamlined workflow and improved customer service, and the devices now include the \"Sidekick\" app, which uses machine learning to help employees prioritize tasks and understand when there is little left on the inventory shelf.</p><p>Tapestry (TPR.US), which owns luxury brands such as Coach and Kate Spade, highlighted new capabilities using AI to predict customer demand and manage inventory. The analysis \"helps ensure that our products are in the right place at the right time,\" said Joanne Crevoiserat, the company's CEO.</p><p><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>CAT.US, one of the world's largest manufacturers of construction and mining equipment, is \"investing heavily in artificial intelligence,\" said CEO Jim Umpleby. For years, the company has been digitizing everything from bulldozers to excavators to get early alerts to problems and prevent them from breaking down. Its system uses AI technology to better predict when a machine may break, and in some cases may automatically alert dealers to new parts.</p><p>Plans to expand its proficiency in the field will be boosted by the acquisition of South Korea's Hyperconnect, which brings a team with expertise in the field.</p><p><b>Recruitment and Talent Acquisition</b></p><p>Michael Buckley, chief financial officer of Robert Half International Inc., a world-renowned human resources consulting firm with more than 30 million candidates in its database, said that compared with 2022, spending on AI will maintain steady growth this year, emphasizing that AI has changed It is an important way for companies to identify and select candidates, and the company is studying how artificial intelligence can identify potential customers for professionals it sells services.</p><p><b>Customer Service</b></p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>(WFC.US) CEO Charlie Scharf recently said that he will begin introducing an artificial intelligence-based virtual assistant called \"Fargo\" to customers to personalize and simplify people's banking experience.</p><p>VeriSign Inc (VRSN.US), which provides domain registration services, said ChatGPT could enhance its NameStudio tool, which suggests alternatives if the name consumers are trying to register is already taken, said CEO Jim Bidzos.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI, which is frequently cued, is the well-deserved protagonist of the US stock earnings season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI, which is frequently cued, is the well-deserved protagonist of the US stock earnings season\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time smaller\">2023-03-02 15:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>ChatGPT, an AI chatbot developed by OpenAI, a cutting-edge company in artificial intelligence technology, has recently swept the global Internet. Smartphone chip giant<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The CEO said in a recent interview that the explosive popularity of ChatGPT will be an important opportunity for technology companies to demonstrate artificial intelligence capabilities on smartphones. \"This is an important milestone that we have been waiting for, making Qualcomm a company focusing on artificial intelligence technology,\" Qualcomm CEO Cristiano Amon said in an interview at the Mobile World Congress in Barcelona.</p><p>Artificial Intelligence (AI) Chat developed by OpenAI, a frontier company in artificial intelligence technology<a href=\"https://laohu8.com/S/300024\">Robot</a>ChatGPT has recently swept the global Internet. From creating Shakespeare-style poems to creating personal stock portfolios, the future potential of AI technology has sparked heated discussions. Around this concept, there's even a ChatGPT-led exchange-traded fund (ETF) planning a launch.</p><p>It is understood that Qualcomm recently released a preview text video for generating artificial intelligence images on Android phones and demonstrated it at the conference. \"You want to generate whatever image you want to share with someone, especially if you want to do it in real time.\" \"To make that happen, you can't run everything in a data center, you have to bring AI to the device,\" says Amon.</p><p>Qualcomm CEO Amon said that the company has a strong technical foundation in the field of AI, and large language models will be completely generated in smartphones, which means that they will be able to work without connecting to wired Internet. \"To create such powerful processing power in a smartphone and run without compromising battery life is something only tech companies like Qualcomm can do,\" he claims.</p><p>Analysts at Wall Street investment firm Bernstein said in a report this week that the power of artificial intelligence queries could bring billions of dollars in a market size per year for chipmakers. Analysts at Bank of America recently released a research report saying that with the development of generative AI, it is expected to bring an annual output value increase of approximately US $20 billion to the entire AI chip market by 2027.</p><p><b>The \"absolute C position\" of the Q4 US stock earnings season: AI (artificial intelligence)</b></p><p>Since OpenAI's ChatGPT lit up the global Internet in November, not only chip companies such as Qualcomm, but also major companies covering all walks of life have basically discussed artificial intelligence technology. As far as the current U.S. stock earnings season is concerned: the number of mentions of AI and related terms in conference calls with investors has increased by about 77% compared with a year ago.</p><p>This is not enough. AI-hungry investors push AI chip leaders<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>(NVDA.US) jumped to the top performer among large-cap stocks this year, making GPU chips, the lowest-level technology needed for complex artificial intelligence computing tasks. Some relatively obscure companies with AI in their names have also risen rapidly, such as BigBear. ai Holdings (BBAI.US) rose more than 280% for the year, while C3. ai (AI.US) and BuzzFeed (BZFD.US) both more than doubled their gains. Guardforce AI (gfai.us) shares are up about 50%.</p><p><img src=\"https://static.tigerbbs.com/66ac37493f7c834be34d8084b1523c44\" tg-width=\"619\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>\"Artificial intelligence\" has become the latest hot word in technology</b></p><p>Many companies are currently using the word AI, some are just taking advantage of the hype, and some companies are ambitious to talk about how they view artificial intelligence and how they can use AI technology to change their business. Other companies have been actively investing in, developing and using AI technology, focusing on some real and practical occasions. In the eyes of some technology companies, AI can change everything we are currently in the world, ranging from the way companies manage parts inventory to the way they recruit job seekers.</p><p><img src=\"https://static.tigerbbs.com/653628a8791a1b08940c7fe4842697c1\" tg-width=\"659\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>American businesses are talking about artificial intelligence-especially the technology and communications industries are driving business discussions around artificial intelligence</p><p>Russ Mould, investment director at AJ Bell, said: \"The impact of AI cannot be quantified, and it is equally likely that a wave of enthusiasm will drive stocks with AI expertise or exposure to AI, however weak it is, and they may be valued at higher and higher afterwards.\" \"All investors can do is be disciplined in investing and focusing on companies with a strong competitive position, management and valuation, while making sure they truly understand the company's business before putting any capital at risk.\"</p><p><b>ChatGPT is popular all over the world, and the wave of AI sweeps all walks of life</b></p><p>The AI chatbot ChatGPT has recently swept the global Internet, and all walks of life are competing to deploy AI technology. As Nvidia CEO Jensen Huang said: \"The versatility and high performance of generative AI have triggered the urgency of companies in various industries around the world to develop and deploy AI strategies.\" The following is an introduction to how companies and industries use AI-mainly based on the fourth quarter U.S. stock earnings conference call and high-level comments such as CEOs, as well as some important announcements made by the company in recent weeks:</p><p><b>Advertising Industry</b></p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>Alphabet Inc's (GOOGL.US) Google is using large language models to enhance its search engine, especially by helping predict the intent of user queries, Chief Commercial Officer Philipp Schindler said on the company's fourth-quarter earnings call on Feb. 2., also used to increase consumer interaction with ads. \"Artificial intelligence has been the foundation of our advertising business for the past decade,\" he said.</p><p>In<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>On (META.US) 's earnings call, CEO Mark Zuckerberg said artificial intelligence is \"the foundation of our discovery engine and advertising business.\" He said the company is ramping up its investment in artificial intelligence to develop privacy tools and help advertisers deliver more \"relevant and engaging\" ads. Some of these efforts have paid off, with conversions or advertisers' expectation of advertising results increasing by about 20% in the last quarter compared to the previous year. In addition, Meta uses AI for its content algorithms.</p><p><b>Search Engine</b></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US) CEO Nadella said \"earth-shaking changes\" are taking place in the search space. He said the company's AI model, Prometheus, will allow it to make the biggest leap ever in the relevance of results. Its new Bing search engine adds a chat feature that helps users write emails and other content.</p><p>Google said it will integrate the underlying technology of its newly developed ChatGPT competitor, the Bard chatbot, into its own engine. Google CEO Pichai said this would have the end result of \"distilling complex information and multiple viewpoints into an easily understandable form.\"</p><p><b>translate</b></p><p>Video Communication Industry Giant<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Eric Yuan, CEO of Video Communications (ZM.US), promised to \"incorporate more artificial intelligence technology into our products\" and touted new features such as translation, video captioning and sales analytics in the company's products.</p><p><b>Medical devices, research and testing</b></p><p>GE HealthCare Technologies (GE.US) highlighted in its own conference call that it hired<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Taha Kass-Hout, former vice president of machine learning and chief medical officer.<a href=\"https://laohu8.com/S/GE\">General Electric</a>The spin-off medical technology company wants Kass-Hout to lead it to drive performance growth by improving machine learning capabilities, while increasing investment in digital services and software.</p><p>One AI app the company featured in a conference call with investors is an algorithm it provides radiologists to help generate clearer images faster. CEO Peter Arduini said the product has already reduced scan time for about 5.5 million patients worldwide. Another is a cardiac ultrasound product, which uses artificial intelligence to help assess a patient's myocardial function.</p><p><a href=\"https://laohu8.com/S/MDT\">Medtronic</a>(MDT.US) found that its AI-assisted spine surgery program made workflows \"faster and more efficient,\" CEO Geoffrey Martha said. The company's use of artificial intelligence to help doctors detect polyps in colonoscopies will allow its gastrointestinal business to grow at a \"high single-digit\" level.</p><p><a href=\"https://laohu8.com/S/CRL\">Charles River</a>James Foster, CEO of Laboratories (CRL.US), said the company believes artificial intelligence helps drug discovery and may indicate whether a new drug is as effective as an older drug.</p><p>Medical testing center operator Quest Diagnostics (DGX.US) said it has begun to use a highly automated microbiology laboratory system that uses AI technology to analyze samples. CEO Jim Davis mentioned the platform during the company's earnings call of the way the platform is trying to deal with \"severe inflation and wage pressures.\"</p><p><b>Cybersecurity</b></p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>(PANW.US) CEO Nikesh Arora said the company has been using artificial intelligence in its security services to prevent cyberattacks, and sales of its products that use machine learning to detect threats have reached about $30 million.</p><p><b>Product sourcing, inventory and analytics</b></p><p>Home improvement retail giant<a href=\"https://laohu8.com/S/HD\">Home Depot</a>(HD.US) said it has provided phones for employees, squeezed dozens of systems into a streamlined workflow and improved customer service, and the devices now include the \"Sidekick\" app, which uses machine learning to help employees prioritize tasks and understand when there is little left on the inventory shelf.</p><p>Tapestry (TPR.US), which owns luxury brands such as Coach and Kate Spade, highlighted new capabilities using AI to predict customer demand and manage inventory. The analysis \"helps ensure that our products are in the right place at the right time,\" said Joanne Crevoiserat, the company's CEO.</p><p><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>CAT.US, one of the world's largest manufacturers of construction and mining equipment, is \"investing heavily in artificial intelligence,\" said CEO Jim Umpleby. For years, the company has been digitizing everything from bulldozers to excavators to get early alerts to problems and prevent them from breaking down. Its system uses AI technology to better predict when a machine may break, and in some cases may automatically alert dealers to new parts.</p><p>Plans to expand its proficiency in the field will be boosted by the acquisition of South Korea's Hyperconnect, which brings a team with expertise in the field.</p><p><b>Recruitment and Talent Acquisition</b></p><p>Michael Buckley, chief financial officer of Robert Half International Inc., a world-renowned human resources consulting firm with more than 30 million candidates in its database, said that compared with 2022, spending on AI will maintain steady growth this year, emphasizing that AI has changed It is an important way for companies to identify and select candidates, and the company is studying how artificial intelligence can identify potential customers for professionals it sells services.</p><p><b>Customer Service</b></p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>(WFC.US) CEO Charlie Scharf recently said that he will begin introducing an artificial intelligence-based virtual assistant called \"Fargo\" to customers to personalize and simplify people's banking experience.</p><p>VeriSign Inc (VRSN.US), which provides domain registration services, said ChatGPT could enhance its NameStudio tool, which suggests alternatives if the name consumers are trying to register is already taken, said CEO Jim Bidzos.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/760056d3ed9e8c1a595c0d9f2094cc4d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316412986","content_text":"由人工智能技术前沿公司OpenAI研发的AI聊天机器人ChatGPT近期席卷全球互联网。智能手机芯片巨头高通CEO近日接受采访时表示，ChatGPT的爆炸性普及将是科技公司在智能手机上展示人工智能功能的一个重要机遇。“这是我们一直在等待的重要里程碑，让高通成为一家主打人工智能技术的公司，”高通CEO阿蒙(Cristiano Amon)在巴塞罗那举行的世界移动通信大会接受采访时表示。由人工智能技术前沿公司OpenAI研发的人工智能(AI)聊天机器人ChatGPT近期席卷全球互联网，从创作莎士比亚风格的诗歌到创建个人的股票投资组合，AI技术的未来潜力引发了人们的热议。围绕这一概念，甚至有一只ChatGPT主导的交易所交易基金(ETF)正在筹划发行。据了解，高通近期发布了一款在安卓系统手机上用于生成人工智能图像的预览文本视频，并在大会上进行了演示。“你想要生成任何你想要与某人分享的图像，尤其是你想要实时完成它。”“要实现这一点，你不能在数据中心运行所有东西，你必须把人工智能带到设备上。”阿蒙表示。高通CEO阿蒙表示，公司在AI领域具备强大的技术基础，大型的语言模型将完全在智能手机中生成，这意味着它们将能够在不连接有线互联网的情况下工作。他声称:“在智能手机中创造如此强大的处理能力，并在不影响电池寿命的情况下运行，这是只有高通等科技公司才能做到的事情。”华尔街投资机构伯恩斯坦(Bernstein)的分析师们在本周的一份报告中表示，人工智能查询的强大功能可能为芯片制造商带来每年数十亿美元的市场规模。美国银行的分析师近日发布研报称，随着生成式AI发展，到2027年，其有望为整个AI芯片市场带来每年大约200亿美元规模的产值增量。Q4美股财报季的“绝对C位”：AI(人工智能)自从 OpenAI 的 ChatGPT 在11 月点亮全球互联网以来，不仅是高通等芯片公司，涵盖各行各业的各大公司基本上都在讨论人工智能技术。就目前的美股财报季而言：在与投资者的电话会议中提及AI和相关术语的次数已经比一年前增加大约77%。这也不足为其。渴望人工智能的投资者推动AI芯片领军者英伟达(NVDA.US)一跃成为今年大盘股中表现最好的股票，该公司为复杂的人工智能计算任务制造所需的最底层技术――GPU芯片。名称中带有AI的一些相对默默无闻的公司也迅速崛起，比如BigBear. ai Holdings(BBAI.US)年内涨幅超过280%，而 C3.ai(AI.US) 和 BuzzFeed(BZFD.US)涨幅均超过一倍。Guardforce AI(gfai.us)股价上涨约50%。“人工智能”已成为最新的科技热词当前有很多公司都在使用AI这个词，有些只是在利用炒作，有些公司雄心勃勃地谈论他们如何看待人工智能，如何借用AI技术改变他们的业务。还有一些公司一直在积极投资、开发和使用AI技术，并聚焦于一些真实且实用的场合。在一些科技企业看来，AI能够改变我们目前身处世界的一切事务，涵盖范围从公司管理零件库存的方式到他们招聘求职者的方式。美国企业正在谈论人工智能――尤其是技术和通信行业正推动企业围绕人工智能展开业务讨论AJ Bell 投资总监 Russ Mould 表示：“无法量化AI的影响，同样有可能的是，一波热情会带动拥有人工智能专业知识或接触人工智能的股票，无论它多么微弱，它们之后的估值可能越来越高。”“投资者所能做的就是遵守投资纪律，专注于竞争地位、管理和估值处于有利位置的公司，同时确保自己真正了解公司业务，然后再将任何资本置于风险之中。”ChatGPT火爆全球，AI浪潮席卷各行各业AI聊天机器人ChatGPT近期席卷全球互联网，各行各业竞相布局AI技术，正如英伟达CEO黄仁勋所言：“生成式AI的多功能性和高效能引发了全球各行业的企业开发和部署AI战略的紧迫。”以下是各公司和行业如何使用 AI 的介绍――主要基于第四季度的美股财报电话会议和CEO等高层评论，以及公司最近几周发布的一些重要公告：广告行业谷歌首席商务官 Philipp Schindler 在公司2月2日的第四季度财报电话会议上表示，Alphabet Inc(GOOGL.US)旗下的谷歌正在使用大型语言模型来增强其搜索引擎，特别是通过帮助预测用户查询的意图，也用于增加消费者与广告的互动。“在过去的十年里，人工智能一直是我们广告业务的基础，”他表示。在 Meta Platforms(META.US)的财报电话会议上，首席执行官马克扎克伯格表示，人工智能是“我们发现引擎和广告业务的基础”。他表示，该公司正在加大对人工智能领域的投资力度，以开发隐私工具，并帮助广告商提供更多“相关且引人入胜”的广告。其中一些努力已经取得回报，转化率或广告商期望的广告结果与上一年相比在上一季度增长大约20%。此外，Meta还将AI用于其内容算法。搜索引擎微软(MSFT.US)首席执行官纳德拉表示， 搜索领域正在发生“翻天覆地的变化”。他表示，该公司的人工智能模型 Prometheus将使其能够在结果的相关性方面实现有史以来最大的飞跃。其新的 Bing 搜索引擎增加了聊天功能，可以帮助用户撰写电子邮件和其他内容。谷歌则表示，将把其新研发的ChatGPT竞争对手――Bard 聊天机器人的底层技术整合到自己的引擎中。谷歌首席执行官皮查伊表示，这将产生“将复杂的信息和多种观点提炼成易于理解的形式”的最终结果。翻译视频通讯行业巨头Zoom Video Communications(ZM.US) 首席执行官Eric Yuan承诺“将更多人工智能技术融入我们的产品”，并宣传该公司产品的翻译、视频字幕和销售分析方面的等新功能。医疗器械、研究和测试GE HealthCare Technologies(GE.US)在自己的电话会议中强调，它聘请了亚马逊前机器学习副总裁兼首席医疗官 Taha Kass-Hout。通用电气公司分拆出的这家医疗技术公司希望Kass-Hout领导其通过提高机器学习能力推动业绩增长，同时增加对数字服务和软件的投资。该公司在与投资者的电话会议中特别提到的一个AI应用程序是它为放射科医生提供的一种算法，以帮助更快地生成更清晰的图像。首席执行官 Peter Arduini 表示，该产品已经减少了全球约550万患者的扫描时间。另一种是心脏超声产品，它使用人工智能来帮助评估患者心肌功能。美敦力(MDT.US)发现其人工智能辅助脊柱手术计划使工作流程“更快、更高效”，首席执行官Geoffrey Martha表示。该公司采用人工智能来帮助医生检测结肠镜检查中的息肉，这将使得其胃肠道业务以“高个位数”级别实现增长。查尔斯河实验室(CRL.US)的首席执行官 James Foster表示，该公司认为人工智能有助于药物发现，可能会表明一种新药是否与旧药一样有效。医学检测中心运营商 Quest Diagnostics(DGX.US)则表示，它已经开始使用高度自动化的微生物学实验室系统，该系统利用AI技术来分析样本。首席执行官 Jim Davis在公司的财报电话会议上谈到该平台试图应对“严重的通货膨胀和工资压力”的方式时提到了该平台。网络安全Palo Alto Networks(PANW.US) 首席执行官 Nikesh Arora 表示，该公司一直在其安全服务中使用人工智能来防止网络攻击，并且其使用机器学习检测威胁的产品的销售额已达到约 3000 万美元。产品采购、库存和分析家装零售巨头家得宝(HD.US)表示已为员工提供电话，将数十个系统压缩成一个简化的工作流程并改善客户服务，这些设备现在包括“Sidekick”应用程序，这是一款使用机器学习帮助员工确定任务优先级并了解何时库存的应用程序货架上的货品所剩无几。拥有 Coach 和 Kate Spade 等奢侈品牌的 Tapestry (TPR.US)强调了使用 AI 预测客户需求和管理库存的新功能。该分析“有助于确保我们的产品在正确的时间出现在正确的位置，”该公司首席执行官 Joanne Crevoiserat表示。卡特彼勒公司(CAT.US)是世界上最大规模建筑和采矿设备制造商之一，该公司正在“大力投资人工智能”，其首席执行官 Jim Umpleby表示。多年来，该公司一直在对从推土机到挖掘机的所有设备进行数字化处理，以便及早收到问题警报并防止它们发生故障。它的系统使用 AI技术来更好地预测机器何时可能会损坏，并且在某些情况下可能会自动提醒经销商提供新零件。扩大其在该领域的熟练程度的计划将因收购韩国的 Hyperconnect 而得到推动，Hyperconnect 带来了一支在该领域具有专业知识的团队。招聘和人才获取全球知名人力资源咨询公司Robert Half International Inc. 的数据库中有超过 3000 万候选人，其首席财务官Michael Buckley表示，与 2022年相比，今年在AI上的支出将保持稳定增长，强调AI已经改变了公司识别和选择候选人的重要方式，该公司正在研究人工智能如何为其销售服务的专业人员识别潜在客户。客户服务富国银行(WFC.US)首席执行官 Charlie Scharf近期 表示，将开始向客户推出一款名为“Fargo”的基于人工智能的虚拟助手，以个性化和简化人们的银行业务体验。提供域注册服务的 VeriSign Inc(VRSN.US)表示，ChatGPT 可能会增强其 NameStudio 工具，如果消费者尝试注册的名称已经被占用，该工具会建议替代方案，首席执行官 Jim Bidzos 表示。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957248092,"gmtCreate":1677329973116,"gmtModify":1677329976518,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957248092","repostId":"1192006271","repostType":4,"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954386146,"gmtCreate":1676000811785,"gmtModify":1676000815304,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954386146","repostId":"1139717943","repostType":4,"repost":{"id":"1139717943","kind":"news","pubTimestamp":1676000485,"share":"https://ttm.financial/m/news/1139717943?lang=en_US&edition=fundamental","pubTime":"2023-02-10 11:41","market":"us","language":"zh","title":"Regulatory crackdown on Bitcoin pledges, Coinbase plunges 14%, biggest drop in six months","url":"https://stock-news.laohu8.com/highlight/detail?id=1139717943","media":"华尔街见闻","summary":"美国监管机构重拳出击。比特币开年的回弹，给人心惶惶的币圈带来一剂强心剂。但如今，随着美国监管机构的重拳出击，加密资产的前景再度变得不明确。美东时间2月10日，受竞争对手Kraken被美国监管机构叫停链","content":"<p><html><head></head><body>U.S. regulators hit hard.</p><p>Bitcoin's rebound at the beginning of the year has brought a shot in the arm to the panicked currency circle. But now, as U.S. regulators strike hard, the outlook for crypto assets is once again unclear.</p><p>On February 10, Eastern Time, the stock price of Coinbase, the world's second largest cryptocurrency exchange, fell by more than 14%, setting a record high in more than six months, stimulated by competitor Kraken's suspension of on-chain Staking services (Staking) by U.S. regulators. The biggest drop.</p><p><img src=\"https://static.tigerbbs.com/d0911861bf172838fab3e22c5057a96e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>Kraken was previously accused by the U.S. Securities and Exchange Commission (SEC) of providing on-chain staking services in violation of regulations. The SEC believes that Kraken's behavior of providing on-chain pledged products is an illegal sale of securities.</p><p>According to media reports, Kraken has reached a settlement with the SEC on the case, agreeing to stop providing on-chain staking services and will pay $30 million in recovery, pre-judgment interest and civil penalties.</p><p>After the news came out, Bitcoin fell 4.6% in response, falling back below $22,000 per coin.</p><p><img src=\"https://static.tigerbbs.com/d577eb809fff629ab3cff77cc825e384\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Staking is a mining method widely used in the currency circle. Different from Bitcoin mining, the former uses a proof-of-work mechanism (POW), which requires nodes to continuously perform hash calculations to verify transaction validity; Pledging does not require much computing power and does not have such a high hardware threshold. It is based on proof of stake (POS) and proxy proof of stake (DPOS) mechanisms, requiring users to prove that they own a certain amount of digital currency. Users only need to lock a certain amount of cryptocurrency in a digital wallet or exchange, and run it for a period of time to obtain profits. Income includes block rewards generated by smart contracts, generally some kind of digital currency. Similar to deposit money in a bank and then charge interest.; In addition, if a smart contract with lending function is used, when others need to borrow a certain digital currency, the investor will get the lending interest income as the lender.</p><p>Kraken's staking service itself offers up to 20% APR and promises to send staking rewards to customers twice a week.</p><p>Staking has always been a thorn in the SEC's side. SEC Chairman Gary Gensler believes that pledging and lending are just different words and are essentially the same thing.</p><p>According to media reports, Coinbase CEO Brian Armstrong learned about the settlement agreement between Kraken and the SEC on Wednesday night. He accused the SEC of wanting to completely deny retail investors the opportunity to participate in on-chain staking, and called staking \"a very important innovation.\"</p><p><img src=\"https://static.tigerbbs.com/d9eda963ebf9ee39f19f97d2199363cc\" tg-width=\"640\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Paul Grewal, the exchange's chief legal officer, told the media:</p><p>\"It's clear from today's announcement that Kraken is actually offering a yield product. Coinbase's staking service is different in nature, it's not a security.\" On-chain staking has become a significant source of revenue for exchanges such as Kraken and Coinbase as trading volumes decreased as crypto asset prices plummeted.</p><p>In Q3 2022, Coinbase revenue, primarily from staking, accounted for 11% of the company's net revenue, up from 8.5% in Q2. Coinbase is the second largest depositor in Ethereum. Coin speculators have staked billions of dollars worth of Ethereum through exchanges and decentralized trading platforms such as Lido and Rocket Pool to make gains.</p><p>Now, with the SEC's heavy blow, the once savagely growing pledge service has a bleak road ahead. Marc Arjoon, a research associate at crypto investment firm CoinShares, said:</p><p>\"Kraken's case sets a warning sign for other exchanges that provide similar services.\"</body></html></p>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Regulatory crackdown on Bitcoin pledges, Coinbase plunges 14%, biggest drop in six months</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\">\nRegulatory crackdown on Bitcoin pledges, Coinbase plunges 14%, biggest drop in six months\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-10 11:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. regulators hit hard.</p><p>Bitcoin's rebound at the beginning of the year has brought a shot in the arm to the panicked currency circle. But now, as U.S. regulators strike hard, the outlook for crypto assets is once again unclear.</p><p>On February 10, Eastern Time, the stock price of Coinbase, the world's second largest cryptocurrency exchange, fell by more than 14%, setting a record high in more than six months, stimulated by competitor Kraken's suspension of on-chain Staking services (Staking) by U.S. regulators. The biggest drop.</p><p><img src=\"https://static.tigerbbs.com/d0911861bf172838fab3e22c5057a96e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>Kraken was previously accused by the U.S. Securities and Exchange Commission (SEC) of providing on-chain staking services in violation of regulations. The SEC believes that Kraken's behavior of providing on-chain pledged products is an illegal sale of securities.</p><p>According to media reports, Kraken has reached a settlement with the SEC on the case, agreeing to stop providing on-chain staking services and will pay $30 million in recovery, pre-judgment interest and civil penalties.</p><p>After the news came out, Bitcoin fell 4.6% in response, falling back below $22,000 per coin.</p><p><img src=\"https://static.tigerbbs.com/d577eb809fff629ab3cff77cc825e384\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Staking is a mining method widely used in the currency circle. Different from Bitcoin mining, the former uses a proof-of-work mechanism (POW), which requires nodes to continuously perform hash calculations to verify transaction validity; Pledging does not require much computing power and does not have such a high hardware threshold. It is based on proof of stake (POS) and proxy proof of stake (DPOS) mechanisms, requiring users to prove that they own a certain amount of digital currency. Users only need to lock a certain amount of cryptocurrency in a digital wallet or exchange, and run it for a period of time to obtain profits. Income includes block rewards generated by smart contracts, generally some kind of digital currency. Similar to deposit money in a bank and then charge interest.; In addition, if a smart contract with lending function is used, when others need to borrow a certain digital currency, the investor will get the lending interest income as the lender.</p><p>Kraken's staking service itself offers up to 20% APR and promises to send staking rewards to customers twice a week.</p><p>Staking has always been a thorn in the SEC's side. SEC Chairman Gary Gensler believes that pledging and lending are just different words and are essentially the same thing.</p><p>According to media reports, Coinbase CEO Brian Armstrong learned about the settlement agreement between Kraken and the SEC on Wednesday night. He accused the SEC of wanting to completely deny retail investors the opportunity to participate in on-chain staking, and called staking \"a very important innovation.\"</p><p><img src=\"https://static.tigerbbs.com/d9eda963ebf9ee39f19f97d2199363cc\" tg-width=\"640\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Paul Grewal, the exchange's chief legal officer, told the media:</p><p>\"It's clear from today's announcement that Kraken is actually offering a yield product. Coinbase's staking service is different in nature, it's not a security.\" On-chain staking has become a significant source of revenue for exchanges such as Kraken and Coinbase as trading volumes decreased as crypto asset prices plummeted.</p><p>In Q3 2022, Coinbase revenue, primarily from staking, accounted for 11% of the company's net revenue, up from 8.5% in Q2. Coinbase is the second largest depositor in Ethereum. Coin speculators have staked billions of dollars worth of Ethereum through exchanges and decentralized trading platforms such as Lido and Rocket Pool to make gains.</p><p>Now, with the SEC's heavy blow, the once savagely growing pledge service has a bleak road ahead. Marc Arjoon, a research associate at crypto investment firm CoinShares, said:</p><p>\"Kraken's case sets a warning sign for other exchanges that provide similar services.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3681622\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad8c23f9a932c22afd01e3434815bb33","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://wallstreetcn.com/articles/3681622","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139717943","content_text":"美国监管机构重拳出击。比特币开年的回弹，给人心惶惶的币圈带来一剂强心剂。但如今，随着美国监管机构的重拳出击，加密资产的前景再度变得不明确。美东时间2月10日，受竞争对手Kraken被美国监管机构叫停链上质押服务（Staking）的刺激，世界第二大加密货币交易所Coinbase的股价跌超14%，创下六个多月来的最大跌幅。Kraken此前被美国证券交易委员会（SEC）指控违规提供链上质押服务。SEC认为，Kraken提供链上质押产品的行为属于违规出售证券。据媒体报道，Kraken已就该案件与SEC达成和解，同意停止提供链上质押服务，并将缴纳3000万美元的追缴、预判利息和民事罚款。消息传出后，比特币应声下跌4.6%，回落至22000美元/枚下方。质押（Staking）是一种被币圈广泛采用的挖矿方式。与比特币挖矿不同，前者使用工作量证明机制（POW），要求节点不断进行哈希计算来验证交易有效性；质押则不需要太多算力，没有那么高的硬件门槛，它基于权益证明（POS）和代理权益证明（DPOS）机制，要求用户证明自己拥有一定数量的数字货币的所有权。用户只需要把一定数量的加密货币，锁定在数字钱包或交易所中，运行一段时间即可获得收益。收益包括智能合约产生的区块奖励，一般是某种数字货币。类似把钱存在银行、然后收取利息。；另外，如果采用的是具备借贷功能的智能合约，那在他人需要借入某种数字货币时，投资者作为出借人获得的出借利息收益。Kraken的质押服务本身提供高达20%的年利率，并承诺每周向客户发送两次质押奖励。质押一直都是SEC的眼中钉。SEC主席Gary Gensler认为，质押和借贷只是说法不同，本质上是一回事。据媒体报道，Coinbase的CEO Brian Armstrong已在周三晚间了解到了Kraken和SEC的和解协议。他指责SEC想要彻底剥夺散户参与链上质押的机会，并且称质押“是一项非常重要的创新”。该交易所的首席法律官Paul Grewal对媒体表示：“从今天的公告中可以清楚地看到，Kraken实际上是在提供一种收益产品。Coinbase的质押服务在本质上是不同的，它不是证券。”随着加密资产价格暴跌导致交易量减少，链上质押已成为Kraken和Coinbase等交易所的重要收入来源。2022年第三季度，主要来自质押的Coinbase收入占该公司净收入的11%，高于第二季度的8.5%。Coinbase是以太币的第二大储户。炒币者通过交易所以及Lido和Rocket Pool等分散化交易平台上质押了价值数十亿美元的以太币，以取得收益。如今，随着SEC重拳出击，一度野蛮生长的质押服务前路黯淡。加密货币投资公司CoinShares的研究助理Marc Arjoon表示：“Kraken的案子为其他提供类似服务的交易所立下了一个警示牌。”","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}